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 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 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