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Evolution Wealth Management’s B&G Foods BGS Stock Holding History

Evolution Wealth 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 		$402 Hold
101
– – ﹤0.01% 908
2026
Q1 		$486 Hold
101
– – ﹤0.01% 813
2025
Q4 		$434 Buy
+101
New +$451 ﹤0.01% 716

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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

Evolution Wealth Management's BGS Position: Q2 2026 in Review

Evolution Wealth Management held its B&G Foods (BGS) position steady in Q2 2026 at 101 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Evolution Wealth Management first reported a position in BGS in Q4 2025 and has held it in 3 quarters since. The position peaked at $486 in Q1 2026. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Evolution Wealth Management held 101 shares of B&G Foods worth $402 as of Q2 2026.
  • Evolution Wealth Management left its B&G Foods share count unchanged in Q2 2026.
  • B&G Foods made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #908 holding.
  • Evolution Wealth Management first reported a position in B&G Foods in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's B&G Foods position peaked at $486 in Q1 2026.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.