Creative Planning’s B&G Foods BGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $290K | Sell |
72,858
-304,797
| -81% | -$1.41M | ﹤0.01% | 3596 |
|
|
2026
Q1 | $1.82M | Buy |
377,655
+27,897
| +8% | +$135K | ﹤0.01% | 1973 |
|
|
2025
Q4 | $1.5M | Buy |
349,758
+71,018
| +25% | +$317K | ﹤0.01% | 1952 |
|
|
2025
Q3 | $1.23M | Buy |
278,740
+179,129
| +180% | +$783K | ﹤0.01% | 1923 |
|
|
2025
Q2 | $421K | Buy |
99,611
+57,705
| +138% | +$301K | ﹤0.01% | 2620 |
|
|
2025
Q1 | $288K | Buy |
41,906
+16,230
| +63% | +$108K | ﹤0.01% | 2794 |
|
|
2024
Q4 | $177K | Sell |
25,676
-12,068
| -32% | -$90.8K | ﹤0.01% | 3008 |
|
|
2024
Q3 | $335K | Buy |
37,744
+18,340
| +95% | +$155K | ﹤0.01% | 2436 |
|
|
2024
Q2 | $157K | Sell |
19,404
-10,969
| -36% | -$108K | ﹤0.01% | 2742 |
|
|
2024
Q1 | $347K | Buy |
30,373
+7,988
| +36% | +$83.7K | ﹤0.01% | 2126 |
|
|
2023
Q4 | $235K | Buy |
22,385
+8,796
| +65% | +$81.4K | ﹤0.01% | 2289 |
|
|
2023
Q3 | $134K | Sell |
13,589
-8,473
| -38% | -$105K | ﹤0.01% | 2341 |
|
|
2023
Q2 | $307K | Sell |
22,062
-7,388
| -25% | -$106K | ﹤0.01% | 1898 |
|
|
2023
Q1 | $457K | Buy |
29,450
+12,670
| +76% | +$177K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $187K | Buy |
+16,780
| New | +$233K | ﹤0.01% | 2037 |
|
|
2022
Q2 | – | Sell |
-7,951
| Closed | -$215K | – | 2299 |
|
|
2022
Q1 | $215K | Buy |
7,951
+392
| +5% | +$11.8K | ﹤0.01% | 1848 |
|
|
2021
Q4 | $232K | Sell |
7,559
-1,248
| -14% | -$38.2K | ﹤0.01% | 1788 |
|
|
2021
Q3 | $263K | Buy |
8,807
+2,344
| +36% | +$70.3K | ﹤0.01% | 1676 |
|
|
2021
Q2 | $212K | Sell |
6,463
-4,120
| -39% | -$127K | ﹤0.01% | 1777 |
|
|
2021
Q1 | $329K | Buy |
10,583
+2,544
| +32% | +$80K | ﹤0.01% | 1736 |
|
|
2020
Q4 | $223K | Buy |
+8,039
| New | +$227K | ﹤0.01% | 1814 |
|
|
2019
Q1 | – | Sell |
-8,823
| Closed | -$255K | – | 1988 |
|
|
2018
Q4 | $255K | Buy |
8,823
+152
| +2% | +$4.35K | ﹤0.01% | 1334 |
|
|
2018
Q3 | $238K | Sell |
8,671
-872
| -9% | -$27.1K | ﹤0.01% | 1558 |
|
|
2018
Q2 | $285K | Buy |
+9,543
| New | +$256K | ﹤0.01% | 1404 |
|
|
2018
Q1 | – | Sell |
-13,551
| Closed | -$476K | – | 2047 |
|
|
2017
Q4 | $476K | Buy |
13,551
+3,850
| +40% | +$132K | ﹤0.01% | 1103 |
|
|
2017
Q3 | $309K | Buy |
9,701
+80
| +0.8% | +$2.63K | ﹤0.01% | 1318 |
|
|
2017
Q2 | $343K | Buy |
9,621
+995
| +12% | +$39.6K | ﹤0.01% | 1207 |
|
|
2017
Q1 | $347K | Buy |
8,626
+120
| +1% | +$5.22K | ﹤0.01% | 1179 |
|
|
2016
Q4 | $373K | Buy |
8,506
+335
| +4% | +$14.9K | ﹤0.01% | 1073 |
|
|
2016
Q3 | $402K | Sell |
8,171
-512
| -6% | -$24.6K | ﹤0.01% | 1007 |
|
|
2016
Q2 | $419K | Sell |
8,683
-139
| -2% | -$5.67K | ﹤0.01% | 860 |
|
|
2016
Q1 | $307K | Sell |
8,822
-409
| -4% | -$14.4K | ﹤0.01% | 986 |
|
|
2015
Q4 | $323K | Buy |
9,231
+853
| +10% | +$30.8K | ﹤0.01% | 957 |
|
|
2015
Q3 | $305K | Buy |
+8,378
| New | +$264K | ﹤0.01% | 959 |
|
|
2015
Q2 | – | Sell |
-7,960
| Closed | -$234K | – | 1291 |
|
|
2015
Q1 | $234K | Buy |
7,960
+500
| +7% | +$14.7K | ﹤0.01% | 1108 |
|
|
2014
Q4 | $223K | Buy |
7,460
+200
| +3% | +$5.8K | ﹤0.01% | 1071 |
|
|
2014
Q3 | $200K | Buy |
7,260
+460
| +7% | +$13.6K | ﹤0.01% | 1053 |
|
|
2014
Q2 | $222K | Sell |
6,800
-300
| -4% | -$9.83K | ﹤0.01% | 972 |
|
|
2014
Q1 | $214K | Sell |
7,100
-521
| -7% | -$16.3K | ﹤0.01% | 963 |
|
|
2013
Q4 | $258K | Sell |
7,621
-1,464
| -16% | -$50.2K | ﹤0.01% | 745 |
|
|
2013
Q3 | $314K | Buy |
9,085
+1,276
| +16% | +$44.4K | 0.01% | 584 |
|
|
2013
Q2 | $266K | Buy |
+7,809
| New | +$239K | 0.01% | 593 |
|
Other funds holding BGS
DIA
Creative Planning's BGS Position: Q2 2026 in Review
Creative Planning reduced its B&G Foods (BGS) stake by 81% in Q2 2026, selling an estimated $1.41M and leaving 72,858 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3596.
Creative Planning first reported a position in BGS in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.82M in Q1 2026. 183 funds tracked by Wall St. Rank hold BGS as of Q2 2026.
- Creative Planning held 72,858 shares of B&G Foods worth $290K as of Q2 2026.
- Creative Planning sold 304,797 B&G Foods shares in Q2 2026, an estimated $1.41M.
- B&G Foods made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3596 holding.
- Creative Planning first reported a position in B&G Foods in Q2 2013 and has held it in 42 quarters since.
- Creative Planning's B&G Foods position peaked at $1.82M in Q1 2026.
- 183 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.