Heritage Wealth Advisors’s Big Lots, Inc. BIG Stock Holding History

Heritage Wealth Advisors’s Portfolio BIG Stock Details BIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5	Closed	–	–	703
2025 Q4	$0	Hold	5	–	–	﹤0.01%	621
2025 Q3	$0	Hold	5	–	–	﹤0.01%	600
2025 Q2	$0	Hold	5	–	–	﹤0.01%	599
2025 Q1	$0	Buy	+5	New	–	﹤0.01%	655

Other funds holding BIG

SAI

Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return

Heritage Wealth Advisors's BIG Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Big Lots, Inc. (BIG) in Q1 2026, closing a stake of 5 shares.

Heritage Wealth Advisors first reported a position in BIG in Q1 2025 and held it in 4 quarters. The position peaked at $0 in Q4 2025. 3 funds tracked by Wall St. Rank hold BIG as of Q1 2026.

Heritage Wealth Advisors reported no remaining Big Lots, Inc. position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 5 Big Lots, Inc. shares in Q1 2026.
Heritage Wealth Advisors first reported a position in Big Lots, Inc. in Q1 2025 and held it in 4 quarters.
Heritage Wealth Advisors's Big Lots, Inc. position peaked at $0 in Q4 2025.
3 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.