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Clearstead Advisors’s B&G Foods BGS Stock Holding History

Clearstead 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
2026
Q2 		$76 Buy
+19
New +$88 ﹤0.01% 3408
2025
Q4 		– Sell
-2,122
Closed -$9.4K – 2798
2025
Q3 		$9.4K Buy
+2,122
New +$9.27K ﹤0.01% 1948
2021
Q1 		– Sell
-200
Closed -$6K – 1115
2020
Q4 		$6K Sell
200
-3,160
-94% -$89.1K ﹤0.01% 778
2020
Q3 		$93K Buy
+3,360
New +$94K 0.01% 381

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 $3.38T AUM 44.17% 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

Clearstead Advisors's BGS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in B&G Foods (BGS) in Q2 2026: 19 shares worth $76. The stake represents ﹤0.01% of the portfolio and ranks #3408 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BGS as recently as Q3 2025.

Clearstead Advisors first reported a position in BGS in Q3 2020 and has held it in 4 quarters since. The position peaked at $93K in Q3 2020. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Clearstead Advisors held 19 shares of B&G Foods worth $76 as of Q2 2026.
  • B&G Foods was a new Clearstead Advisors position in Q2 2026.
  • B&G Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3408 holding.
  • Clearstead Advisors first reported a position in B&G Foods in Q3 2020 and has held it in 4 quarters since.
  • Clearstead Advisors's B&G Foods position peaked at $93K in Q3 2020.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.