Forza Wealth Management’s Bunge Global BG Stock Holding History

Forza Wealth 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	$432K	Sell	3,400 -40	-1%	-$4.64K	0.15%	138
2025 Q4	$306K	Hold	3,440	–	–	0.11%	158
2025 Q3	$280K	Hold	3,440	–	–	0.11%	163
2025 Q2	$276K	Sell	3,440 -1,200	-26%	-$94.4K	0.11%	166
2025 Q1	$355K	Hold	4,640	–	–	0.16%	137
2024 Q4	$361K	Sell	4,640 -300	-6%	-$26.3K	0.16%	138
2024 Q3	$477K	Hold	4,940	–	–	0.22%	121
2024 Q2	$527K	Hold	4,940	–	–	0.27%	101
2024 Q1	$506K	Sell	4,940 -950	-16%	-$88.9K	0.26%	107
2023 Q4	$595K	Buy	5,890 +2,150	+57%	+$225K	0.33%	87
2023 Q3	$405K	Hold	3,740	–	–	0.21%	129
2023 Q2	$353K	Buy	3,740 +40	+1%	+$3.71K	0.18%	141
2023 Q1	$353K	Buy	3,700 +300	+9%	+$29.2K	0.18%	140
2022 Q4	$339K	Buy	+3,400	New	+$327K	0.23%	110

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