Forum Financial Management’s Bunge Global BG Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-3,902	Closed	-$348K	–	410
2025 Q4	$348K	Buy	3,902 +11	+0.3%	+$1.01K	﹤0.01%	672
2025 Q3	$316K	Sell	3,891 -29	-0.7%	-$2.32K	﹤0.01%	712
2025 Q2	$315K	Buy	3,920 +637	+19%	+$50.1K	﹤0.01%	646
2025 Q1	$251K	Buy	3,283 +73	+2%	+$5.46K	﹤0.01%	698
2024 Q4	$250K	Buy	3,210 +20	+0.6%	+$1.76K	﹤0.01%	727
2024 Q3	$308K	Buy	3,190 +1	+0%	+$102	0.01%	500
2024 Q2	$341K	Sell	3,189 -2	-0.1%	-$210	0.01%	433
2024 Q1	$327K	Hold	3,191	–	–	0.01%	463
2023 Q4	$322K	Hold	3,191	–	–	0.01%	426
2023 Q3	$345K	Buy	3,191 +2	+0.1%	+$219	0.01%	375
2023 Q2	$301K	Buy	3,189 +10	+0.3%	+$928	0.01%	431
2023 Q1	$304K	Hold	3,179	–	–	0.01%	398
2022 Q4	$317K	Hold	3,179	–	–	0.01%	375
2022 Q3	$262K	Sell	3,179 -1,000	-24%	-$93.1K	0.01%	387
2022 Q2	$379K	Buy	4,179 +1,000	+31%	+$111K	0.02%	288
2022 Q1	$352K	Hold	3,179	–	–	0.02%	328
2021 Q4	$297K	Buy	+3,179	New	+$284K	0.02%	428

Other funds holding BG

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 $155B AUM 29.93% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return