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Independent Wealth Network’s B&G Foods BGS Stock Holding History

Independent Wealth Network’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 		$258K Buy
64,736
+16,677
+35% +$77.3K 0.07% 271
2026
Q1 		$231K Buy
48,059
+12,567
+35% +$60.8K 0.07% 259
2025
Q4 		$153K Sell
35,492
-1,471
-4% -$6.57K 0.05% 280
2025
Q3 		$164K Buy
36,963
+15,588
+73% +$68.1K 0.05% 272
2025
Q2 		$90.4K Buy
21,375
+5,461
+34% +$28.5K 0.03% 255
2025
Q1 		$109K Buy
15,914
+4,696
+42% +$31.4K 0.04% 242
2024
Q4 		$77.3K Buy
+11,218
New +$84.4K 0.03% 234

Other funds holding BGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Independent Wealth Network's BGS Position: Q2 2026 in Review

Independent Wealth Network increased its B&G Foods (BGS) stake by 35% in Q2 2026, buying an estimated $77.3K and bringing the position to 64,736 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #271.

Independent Wealth Network first reported a position in BGS in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Independent Wealth Network held 64,736 shares of B&G Foods worth $258K as of Q2 2026.
  • Independent Wealth Network bought 16,677 B&G Foods shares in Q2 2026, an estimated $77.3K.
  • B&G Foods made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #271 holding.
  • Independent Wealth Network first reported a position in B&G Foods in Q4 2024 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.