Focus Partners Wealth’s B&G Foods BGS Stock Holding History

Focus Partners Wealth’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 Q1	$69.5K	Buy	14,329 +2,020	+16%	+$9.78K	﹤0.01%	2557
2025 Q4	$54K	Buy	+12,309	New	+$55K	﹤0.01%	2597

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Focus Partners Wealth's BGS Position: Q1 2026 in Review

Focus Partners Wealth increased its B&G Foods (BGS) stake by 16% in Q1 2026, buying an estimated $9.78K and bringing the position to 14,329 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Focus Partners Wealth first reported a position in BGS in Q4 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold BGS as of Q1 2026.

Focus Partners Wealth held 14,329 shares of B&G Foods worth $69.5K as of Q1 2026.
Focus Partners Wealth bought 2,020 B&G Foods shares in Q1 2026, an estimated $9.78K.
B&G Foods made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2557 holding.
Focus Partners Wealth first reported a position in B&G Foods in Q4 2025 and has held it in 2 quarters since.
221 funds tracked by Wall St. Rank held B&G Foods as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.