Golden State Wealth Management’s B&G Foods BGS Stock Holding History

Golden State Wealth Management’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 Q2	$3.52K	Hold	884	–	–	﹤0.01%	1315
2026 Q1	$4.25K	Hold	884	–	–	﹤0.01%	1240
2025 Q4	$3.8K	Hold	884	–	–	﹤0.01%	1284
2025 Q3	$3.92K	Hold	884	–	–	﹤0.01%	1292
2025 Q2	$3.74K	Hold	884	–	–	﹤0.01%	1274
2025 Q1	$6.08K	Hold	884	–	–	﹤0.01%	1130
2024 Q4	$6.09K	Buy	+884	New	+$6.65K	﹤0.01%	1076
2020 Q4	–	Sell	-5,068	Closed	-$141K	–	247
2020 Q3	$141K	Buy	+5,068	New	+$142K	0.05%	228

Other funds holding BGS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Golden State Wealth Management's BGS Position: Q2 2026 in Review

Golden State Wealth Management held its B&G Foods (BGS) position steady in Q2 2026 at 884 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Golden State Wealth Management first reported a position in BGS in Q3 2020 and has held it in 8 quarters since. The position peaked at $141K in Q3 2020. 183 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

Golden State Wealth Management held 884 shares of B&G Foods worth $3.52K as of Q2 2026.
Golden State Wealth Management left its B&G Foods share count unchanged in Q2 2026.
B&G Foods made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1315 holding.
Golden State Wealth Management first reported a position in B&G Foods in Q3 2020 and has held it in 8 quarters since.
Golden State Wealth Management's B&G Foods position peaked at $141K in Q3 2020.
183 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.