CFA
BGS icon

Capstone Financial Advisors’s B&G Foods BGS Stock Holding History

Capstone Financial 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
Q4 		– Sell
-10,000
Closed -$44.3K – 187
2025
Q3 		$44.3K Hold
10,000
– – ﹤0.01% 179
2025
Q2 		$42.3K Buy
+10,000
New +$52.2K ﹤0.01% 168

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capstone Financial Advisors's BGS Position: Q4 2025 in Review

Capstone Financial Advisors sold out of B&G Foods (BGS) in Q4 2025, closing a stake of 10,000 shares — an estimated $44.3K sold.

Capstone Financial Advisors first reported a position in BGS in Q2 2025 and held it in 2 quarters. The position peaked at $44.3K in Q3 2025. 223 funds tracked by Wall St. Rank hold BGS as of Q4 2025.

  • Capstone Financial Advisors reported no remaining B&G Foods position as of Q4 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 B&G Foods shares in Q4 2025, an estimated $44.3K.
  • Capstone Financial Advisors first reported a position in B&G Foods in Q2 2025 and held it in 2 quarters.
  • Capstone Financial Advisors's B&G Foods position peaked at $44.3K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held B&G Foods as of Q4 2025.

Based on Capstone Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.