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Heartwood Wealth Advisors’s Bunge Global BG Stock Holding History

Heartwood Wealth Advisors’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 		– Sell
-1,693
Closed -$215K – 228
2026
Q1 		$215K Buy
+1,693
New +$197K 0.02% 217
2025
Q4 		– Sell
-1,693
Closed -$138K – 247
2025
Q3 		$138K Buy
+1,693
New +$136K 0.01% 227
2024
Q3 		– Sell
-1,893
Closed -$202K – 175
2024
Q2 		$202K Buy
+1,893
New +$199K 0.02% 171
2023
Q4 		– Sell
-1,893
Closed -$205K – 149
2023
Q3 		$205K Buy
+1,893
New +$207K 0.03% 128

Other funds holding BG

G
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 $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heartwood Wealth Advisors's BG Position: Q2 2026 in Review

Heartwood Wealth Advisors sold out of Bunge Global (BG) in Q2 2026, closing a stake of 1,693 shares — an estimated $215K sold.

Heartwood Wealth Advisors first reported a position in BG in Q3 2023 and held it in 4 quarters. The position peaked at $215K in Q1 2026. 741 funds tracked by Wall St. Rank hold BG as of Q2 2026.

  • Heartwood Wealth Advisors reported no remaining Bunge Global position as of Q2 2026 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,693 Bunge Global shares in Q2 2026, an estimated $215K.
  • Heartwood Wealth Advisors first reported a position in Bunge Global in Q3 2023 and held it in 4 quarters.
  • Heartwood Wealth Advisors's Bunge Global position peaked at $215K in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

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