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Cornerstone Planning Group’s B&G Foods BGS Stock Holding History

Cornerstone Planning 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
2026
Q2 		– Sell
-215
Closed -$1.18K – 1876
2026
Q1 		$1.18K Hold
215
– – ﹤0.01% 1419
2025
Q4 		$920 Sell
215
-72
-25% -$322 ﹤0.01% 1373
2025
Q3 		$1.15K Sell
287
-388
-57% -$1.7K ﹤0.01% 1275
2025
Q2 		$2.7K Buy
675
+460
+214% +$2.4K ﹤0.01% 869
2025
Q1 		$1.51K Buy
+215
New +$1.44K ﹤0.01% 1049

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

Cornerstone Planning Group's BGS Position: Q2 2026 in Review

Cornerstone Planning Group sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 215 shares — an estimated $1.18K sold.

Cornerstone Planning Group first reported a position in BGS in Q1 2025 and held it in 5 quarters. The position peaked at $2.7K in Q2 2025. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Cornerstone Planning Group reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 215 B&G Foods shares in Q2 2026, an estimated $1.18K.
  • Cornerstone Planning Group first reported a position in B&G Foods in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's B&G Foods position peaked at $2.7K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.