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 Q2	$363K	Hold	3,400	–	–	0.11%	156
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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forza Wealth Management's BG Position: Q2 2026 in Review

Forza Wealth Management held its Bunge Global (BG) position steady in Q2 2026 at 3,400 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #156.

Forza Wealth Management first reported a position in BG in Q4 2022 and has held it in 15 quarters since. The position peaked at $595K in Q4 2023. 744 funds tracked by Wall St. Rank hold BG as of Q2 2026.

Forza Wealth Management held 3,400 shares of Bunge Global worth $363K as of Q2 2026.
Forza Wealth Management left its Bunge Global share count unchanged in Q2 2026.
Bunge Global made up 0.11% of Forza Wealth Management's portfolio in Q2 2026, its #156 holding.
Forza Wealth Management first reported a position in Bunge Global in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Bunge Global position peaked at $595K in Q4 2023.
744 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.