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Garton & Associates Financial Advisors’s B&G Foods BGS Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,360
Closed -$5.85K – 181
2025
Q4 		$5.85K Buy
+1,360
New +$6.08K ﹤0.01% 959

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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Garton & Associates Financial Advisors's BGS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of B&G Foods (BGS) in Q1 2026, closing a stake of 1,360 shares — an estimated $5.85K sold.

Garton & Associates Financial Advisors first reported a position in BGS in Q4 2025 and held it in 1 quarter. The position peaked at $5.85K in Q4 2025. 221 funds tracked by Wall St. Rank hold BGS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining B&G Foods position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,360 B&G Foods shares in Q1 2026, an estimated $5.85K.
  • Garton & Associates Financial Advisors first reported a position in B&G Foods in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's B&G Foods position peaked at $5.85K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held B&G Foods as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.