Essex Financial Services’s Bunge Global BG Stock Holding History

Essex Financial Services’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Sell	1,706 -747	-30%	-$86.7K	0.01%	726
2025 Q4	$219K	Buy	+2,453	New	+$226K	0.01%	723
2024 Q4	–	Sell	-2,351	Closed	-$210K	–	633
2024 Q3	$210K	Buy	+2,351	New	+$241K	0.02%	587
2023 Q2	–	Sell	-4,038	Closed	-$386K	–	477
2023 Q1	$386K	Sell	4,038 -693	-15%	-$67.4K	0.04%	333
2022 Q4	$472K	Sell	4,731 -300	-6%	-$28.8K	0.05%	287
2022 Q3	$415K	Sell	5,031 -304	-6%	-$28.3K	0.05%	285
2022 Q2	$484K	Buy	5,335 +1,015	+23%	+$113K	0.05%	276
2022 Q1	$479K	Buy	4,320 +115	+3%	+$11.8K	0.05%	299
2021 Q4	$393K	Buy	4,205 +224	+6%	+$20K	0.04%	319
2021 Q3	$324K	Sell	3,981 -10,900	-73%	-$841K	0.04%	332
2021 Q2	$1.16M	Buy	+14,881	New	+$1.26M	0.17%	130

Other funds holding BG

Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Financial Services's BG Position: Q1 2026 in Review

Essex Financial Services reduced its Bunge Global (BG) stake by 30% in Q1 2026, selling an estimated $86.7K and leaving 1,706 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #726.

Essex Financial Services first reported a position in BG in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2021. 707 funds tracked by Wall St. Rank hold BG as of Q1 2026.

Essex Financial Services held 1,706 shares of Bunge Global worth $217K as of Q1 2026.
Essex Financial Services sold 747 Bunge Global shares in Q1 2026, an estimated $86.7K.
Bunge Global made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #726 holding.
Essex Financial Services first reported a position in Bunge Global in Q2 2021 and has held it in 11 quarters since.
Essex Financial Services's Bunge Global position peaked at $1.16M in Q2 2021.
707 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.