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Evelyn Partners Investment Management’s Bunge Global BG Stock Holding History

Evelyn Partners Investment Management’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 		$120K Hold
940
– – ﹤0.01% 232
2025
Q4 		$83.7K Hold
940
– – ﹤0.01% 257
2025
Q3 		$76.4K Hold
940
– – ﹤0.01% 262
2025
Q2 		$75.5K Hold
940
– – ﹤0.01% 258
2025
Q1 		$71.8K Hold
940
– – ﹤0.01% 255
2024
Q4 		$73.1K Buy
+940
New +$82.5K ﹤0.01% 257

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Investment Management's BG Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Bunge Global (BG) position steady in Q1 2026 at 940 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Evelyn Partners Investment Management first reported a position in BG in Q4 2024 and has held it in 6 quarters since. 708 funds tracked by Wall St. Rank hold BG as of Q1 2026.

  • Evelyn Partners Investment Management held 940 shares of Bunge Global worth $120K as of Q1 2026.
  • Evelyn Partners Investment Management left its Bunge Global share count unchanged in Q1 2026.
  • Bunge Global made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #232 holding.
  • Evelyn Partners Investment Management first reported a position in Bunge Global in Q4 2024 and has held it in 6 quarters since.
  • 708 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.