EWA
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EverSource Wealth Advisors’s B&G Foods BGS Stock Holding History

EverSource Wealth Advisors’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 		$3.04K Sell
764
-1,712
-69% -$7.94K ﹤0.01% 3527
2026
Q1 		$11.9K Sell
2,476
-153
-6% -$741 ﹤0.01% 2823
2025
Q4 		$11.3K Sell
2,629
-875
-25% -$3.91K ﹤0.01% 2733
2025
Q3 		$15.5K Buy
3,504
+1,135
+48% +$4.96K ﹤0.01% 2538
2025
Q2 		$10K Buy
2,369
+1,778
+301% +$9.29K ﹤0.01% 2807
2025
Q1 		$4.06K Sell
591
-4
-0.7% -$27 ﹤0.01% 2592
2024
Q4 		$4.1K Buy
595
+434
+270% +$3.27K ﹤0.01% 2436
2024
Q3 		$1.43K Sell
161
-47
-23% -$398 ﹤0.01% 2630
2024
Q2 		$1.79K Sell
208
-456
-69% -$4.5K ﹤0.01% 2583
2024
Q1 		$7.37K Buy
664
+2
+0.3% +$21 ﹤0.01% 1846
2023
Q4 		$6.95K Buy
662
+522
+373% +$4.83K ﹤0.01% 1723
2023
Q3 		$1.39K Sell
140
-247
-64% -$3.06K ﹤0.01% 2115
2023
Q2 		$5.39K Sell
387
-481
-55% -$6.92K ﹤0.01% 1702
2023
Q1 		$13.5K Buy
868
+481
+124% +$6.7K ﹤0.01% 1239
2022
Q4 		$4.32K Buy
+387
New +$5.38K ﹤0.01% 1665
2022
Q2 		– Sell
-267
Closed -$7K – 1719
2022
Q1 		$7K Buy
+267
New +$8.03K ﹤0.01% 1122

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

EverSource Wealth Advisors's BGS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its B&G Foods (BGS) stake by 69% in Q2 2026, selling an estimated $7.94K and leaving 764 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

EverSource Wealth Advisors first reported a position in BGS in Q1 2022 and has held it in 16 quarters since. The position peaked at $15.5K in Q3 2025. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • EverSource Wealth Advisors held 764 shares of B&G Foods worth $3.04K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,712 B&G Foods shares in Q2 2026, an estimated $7.94K.
  • B&G Foods made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3527 holding.
  • EverSource Wealth Advisors first reported a position in B&G Foods in Q1 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's B&G Foods position peaked at $15.5K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.