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Everhart Financial Group’s B&G Foods BGS Stock Holding History

Everhart Financial 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
-14,608
Closed -$70.3K – 484
2026
Q1 		$70.3K Hold
14,608
– – 0.01% 455
2025
Q4 		$62.8K Sell
14,608
-992
-6% -$4.43K 0.01% 416
2025
Q3 		$69.1K Sell
15,600
-539
-3% -$2.35K 0.01% 387
2025
Q2 		$68.3K Buy
+16,139
New +$84.3K 0.01% 337

Other funds holding BGS

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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

Everhart Financial Group's BGS Position: Q2 2026 in Review

Everhart Financial Group sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 14,608 shares — an estimated $70.3K sold.

Everhart Financial Group first reported a position in BGS in Q2 2025 and held it in 4 quarters. The position peaked at $70.3K in Q1 2026. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Everhart Financial Group reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 14,608 B&G Foods shares in Q2 2026, an estimated $70.3K.
  • Everhart Financial Group first reported a position in B&G Foods in Q2 2025 and held it in 4 quarters.
  • Everhart Financial Group's B&G Foods position peaked at $70.3K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.