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Independent Financial Group’s B&G Foods BGS Stock Holding History

Independent Financial 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
2024
Q2 		– Sell
-20,353
Closed -$233K – 1092
2024
Q1 		$233K Sell
20,353
-1,461
-7% -$15.3K 0.01% 900
2023
Q4 		$229K Buy
21,814
+9,000
+70% +$83.3K 0.01% 842
2023
Q3 		$127K Buy
12,814
+1,969
+18% +$24.4K 0.01% 860
2023
Q2 		$151K Buy
+10,845
New +$156K 0.01% 829
2021
Q4 		– Sell
-10,468
Closed -$313K – 779
2021
Q3 		$313K Buy
10,468
+1,117
+12% +$33.5K 0.03% 515
2021
Q2 		$307K Buy
9,351
+2,115
+29% +$65.2K 0.03% 526
2021
Q1 		$225K Buy
+7,236
New +$228K 0.03% 557

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Morgan Stanley
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Independent Financial Group's BGS Position: Q2 2024 in Review

Independent Financial Group sold out of B&G Foods (BGS) in Q2 2024, closing a stake of 20,353 shares — an estimated $233K sold.

Independent Financial Group first reported a position in BGS in Q1 2021 and held it in 7 quarters. The position peaked at $313K in Q3 2021. 240 funds tracked by Wall St. Rank hold BGS as of Q2 2024.

  • Independent Financial Group reported no remaining B&G Foods position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 20,353 B&G Foods shares in Q2 2024, an estimated $233K.
  • Independent Financial Group first reported a position in B&G Foods in Q1 2021 and held it in 7 quarters.
  • Independent Financial Group's B&G Foods position peaked at $313K in Q3 2021.
  • 240 funds tracked by Wall St. Rank held B&G Foods as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.