Goodman Advisory Group’s B&G Foods BGS Stock Holding History

Goodman Advisory Group’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	-1,227	Closed	-$5.28K	–	187
2025 Q4	$5.28K	Hold	1,227	–	–	﹤0.01%	157
2025 Q3	$5.44K	Hold	1,227	–	–	﹤0.01%	156
2025 Q2	$5.19K	Hold	1,227	–	–	﹤0.01%	128
2025 Q1	$8.43K	Buy	+1,227	New	+$8.19K	﹤0.01%	152
2024 Q4	–	Sell	-1,227	Closed	-$10.9K	–	66
2024 Q3	$10.9K	Hold	1,227	–	–	﹤0.01%	157
2024 Q2	$9.91K	Hold	1,227	–	–	﹤0.01%	149
2024 Q1	$14K	Hold	1,227	–	–	﹤0.01%	126
2023 Q4	$12.9K	Hold	1,227	–	–	﹤0.01%	118
2023 Q3	$12.1K	Hold	1,227	–	–	﹤0.01%	123
2023 Q2	$17.1K	Hold	1,227	–	–	0.01%	110
2023 Q1	$19.1K	Sell	1,227 -632	-34%	-$8.81K	0.01%	101
2022 Q4	$21K	Hold	1,859	–	–	0.01%	96
2022 Q3	$31K	Sell	1,859 -660	-26%	-$14.7K	0.02%	85
2022 Q2	$60K	Buy	+2,519	New	+$62.6K	0.03%	73

Other funds holding BGS

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM