Cerity Partners
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Cerity Partners’s B&G Foods BGS Stock Holding History

Cerity Partners’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 		$168K Sell
42,271
-52,390
-55% -$243K ﹤0.01% 3096
2026
Q1 		$455K Buy
94,661
+23,812
+34% +$115K ﹤0.01% 2352
2025
Q4 		$305K Sell
70,849
-1,801
-2% -$8.05K ﹤0.01% 2406
2025
Q3 		$322K Buy
72,650
+18,736
+35% +$81.9K ﹤0.01% 2228
2025
Q2 		$228K Buy
+53,914
New +$282K ﹤0.01% 2285
2025
Q1 		– Sell
-14,837
Closed -$132K – 2489
2024
Q4 		$132K Sell
14,837
-5,160
-26% -$38.8K ﹤0.01% 2304
2024
Q3 		$178K Buy
19,997
+6,479
+48% +$54.9K ﹤0.01% 2344
2024
Q2 		$109K Sell
13,518
-4,978
-27% -$49.1K ﹤0.01% 2100
2024
Q1 		$212K Buy
+18,496
New +$194K ﹤0.01% 2087

Other funds holding BGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Cerity Partners's BGS Position: Q2 2026 in Review

Cerity Partners reduced its B&G Foods (BGS) stake by 55% in Q2 2026, selling an estimated $243K and leaving 42,271 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Cerity Partners first reported a position in BGS in Q1 2024 and has held it in 9 quarters since. The position peaked at $455K in Q1 2026. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Cerity Partners held 42,271 shares of B&G Foods worth $168K as of Q2 2026.
  • Cerity Partners sold 52,390 B&G Foods shares in Q2 2026, an estimated $243K.
  • B&G Foods made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3096 holding.
  • Cerity Partners first reported a position in B&G Foods in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's B&G Foods position peaked at $455K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.