CIBC Private Wealth Group’s B&G Foods BGS Stock Holding History

CIBC Private Wealth Group’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	-496	Closed	-$2.2K	–	3406
2025 Q3	$2.2K	Buy	+496	New	+$2.17K	﹤0.01%	2714
2024 Q3	–	Sell	-2,947	Closed	-$23K	–	3127
2024 Q2	$23K	Hold	2,947	–	–	﹤0.01%	1975
2024 Q1	$33.3K	Buy	+2,947	New	+$30.9K	﹤0.01%	1838
2023 Q4	–	Sell	-10,199	Closed	-$101K	–	1149
2023 Q3	$101K	Buy	+10,199	New	+$126K	﹤0.01%	1035
2022 Q1	–	Sell	-29,724	Closed	-$913K	–	1267
2021 Q4	$913K	Buy	+29,724	New	+$909K	﹤0.01%	670
2020 Q1	–	Sell	-13,170	Closed	-$236K	–	847
2019 Q4	$236K	Buy	13,170 +800	+6%	+$13.5K	﹤0.01%	843
2019 Q3	$234K	Hold	12,370	–	–	﹤0.01%	832
2019 Q2	$257K	Hold	12,370	–	–	﹤0.01%	846
2019 Q1	$302K	Sell	12,370 -1,520	-11%	-$39.8K	﹤0.01%	819
2018 Q4	$402K	Hold	13,890	–	–	﹤0.01%	723
2018 Q3	$381K	Buy	+13,890	New	+$431K	﹤0.01%	829

Other funds holding BGS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CIBC Private Wealth Group's BGS Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of B&G Foods (BGS) in Q4 2025, closing a stake of 496 shares — an estimated $2.2K sold.

CIBC Private Wealth Group first reported a position in BGS in Q3 2018 and held it in 11 quarters. The position peaked at $913K in Q4 2021. 223 funds tracked by Wall St. Rank hold BGS as of Q4 2025.

CIBC Private Wealth Group reported no remaining B&G Foods position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 496 B&G Foods shares in Q4 2025, an estimated $2.2K.
CIBC Private Wealth Group first reported a position in B&G Foods in Q3 2018 and held it in 11 quarters.
CIBC Private Wealth Group's B&G Foods position peaked at $913K in Q4 2021.
223 funds tracked by Wall St. Rank held B&G Foods as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.