ECM
BGS icon

Evergreen Capital Management’s B&G Foods BGS Stock Holding History

Evergreen Capital Management’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
-17,749
Closed -$88.7K – 1550
2026
Q1 		$88.7K Sell
17,749
-2,791
-14% -$13.5K ﹤0.01% 1468
2025
Q4 		$92.2K Sell
20,540
-2,330
-10% -$10.4K ﹤0.01% 1373
2025
Q3 		$105K Buy
+22,870
New +$99.9K ﹤0.01% 1277
2024
Q3 		– Sell
-18,270
Closed -$151K – 1010
2024
Q2 		$151K Sell
18,270
-3,085
-14% -$30.4K 0.01% 885
2024
Q1 		$248K Buy
21,355
+944
+5% +$9.89K 0.01% 707
2023
Q4 		$218K Buy
+20,411
New +$189K 0.01% 743
2023
Q2 		– Sell
-10,577
Closed -$166K – 804
2023
Q1 		$166K Buy
+10,577
New +$147K 0.01% 668

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

Evergreen Capital Management's BGS Position: Q2 2026 in Review

Evergreen Capital Management sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 17,749 shares — an estimated $88.7K sold.

Evergreen Capital Management first reported a position in BGS in Q1 2023 and held it in 7 quarters. The position peaked at $248K in Q1 2024. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Evergreen Capital Management reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 17,749 B&G Foods shares in Q2 2026, an estimated $88.7K.
  • Evergreen Capital Management first reported a position in B&G Foods in Q1 2023 and held it in 7 quarters.
  • Evergreen Capital Management's B&G Foods position peaked at $248K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.