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Forthright Family Wealth Advisory’s Bunge Global BG Stock Holding History

Forthright Family Wealth Advisory’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+1,880
New +$231K 0.11% 57
2024
Q3 		– Sell
-1,880
Closed -$201K – 64
2024
Q2 		$201K Buy
+1,880
New +$197K 0.13% 66

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forthright Family Wealth Advisory's BG Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Bunge Global (BG) in Q2 2026: 1,880 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #57 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in BG as recently as Q2 2024.

Forthright Family Wealth Advisory first reported a position in BG in Q2 2024 and has held it in 2 quarters since. The position peaked at $201K in Q2 2024. 744 funds tracked by Wall St. Rank hold BG as of Q2 2026.

  • Forthright Family Wealth Advisory held 1,880 shares of Bunge Global worth $201K as of Q2 2026.
  • Bunge Global was a new Forthright Family Wealth Advisory position in Q2 2026.
  • Bunge Global made up 0.11% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #57 holding.
  • Forthright Family Wealth Advisory first reported a position in Bunge Global in Q2 2024 and has held it in 2 quarters since.
  • Forthright Family Wealth Advisory's Bunge Global position peaked at $201K in Q2 2024.
  • 744 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.