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Bell Investment Advisors’s B&G Foods BGS Stock Holding History

Bell Investment Advisors’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-74
Closed -$314 – 1888
2025
Q2 		$314 Hold
74
– – ﹤0.01% 1827
2025
Q1 		$509 Hold
74
– – ﹤0.01% 1745
2024
Q4 		$510 Buy
+74
New +$557 ﹤0.01% 1759
2023
Q1 		– Sell
-90
Closed -$1K – 1920
2022
Q4 		$1K Buy
90
+3
+3% +$42 ﹤0.01% 1590
2022
Q3 		$1K Buy
87
+28
+47% +$622 ﹤0.01% 1324
2022
Q2 		$1K Buy
+59
New +$1.47K ﹤0.01% 1341
2021
Q4 		$2K Sell
59
-184
-76% -$5.63K ﹤0.01% 1098
2021
Q3 		$7K Buy
+243
New +$7.29K ﹤0.01% 554

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bell Investment Advisors's BGS Position: Q3 2025 in Review

Bell Investment Advisors sold out of B&G Foods (BGS) in Q3 2025, closing a stake of 74 shares — an estimated $314 sold.

Bell Investment Advisors first reported a position in BGS in Q3 2021 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 232 funds tracked by Wall St. Rank hold BGS as of Q3 2025.

  • Bell Investment Advisors reported no remaining B&G Foods position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 74 B&G Foods shares in Q3 2025, an estimated $314.
  • Bell Investment Advisors first reported a position in B&G Foods in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's B&G Foods position peaked at $7K in Q3 2021.
  • 232 funds tracked by Wall St. Rank held B&G Foods as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.