Callan Family Office’s B&G Foods BGS Stock Holding History

Callan Family Office’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
2026 Q2	–	Sell	-34,318	Closed	-$165K	–	1228
2026 Q1	$165K	Buy	34,318 +212	+0.6%	+$1.03K	﹤0.01%	1075
2025 Q4	$147K	Buy	+34,106	New	+$152K	﹤0.01%	1068

Other funds holding BGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Callan Family Office's BGS Position: Q2 2026 in Review

Callan Family Office sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 34,318 shares — an estimated $165K sold.

Callan Family Office first reported a position in BGS in Q4 2025 and held it in 2 quarters. The position peaked at $165K in Q1 2026. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

Callan Family Office reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
Callan Family Office sold 34,318 B&G Foods shares in Q2 2026, an estimated $165K.
Callan Family Office first reported a position in B&G Foods in Q4 2025 and held it in 2 quarters.
Callan Family Office's B&G Foods position peaked at $165K in Q1 2026.
182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.