Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s B&G Foods BGS Stock Holding History

Jacobs Levy Equity Management’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
2025
Q3 		– Sell
-71,875
Closed -$304K – 974
2025
Q2 		$304K Buy
71,875
+26,727
+59% +$140K ﹤0.01% 934
2025
Q1 		$310K Sell
45,148
-16,960
-27% -$113K ﹤0.01% 975
2024
Q4 		$428K Buy
+62,108
New +$467K ﹤0.01% 834

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jacobs Levy Equity Management's BGS Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of B&G Foods (BGS) in Q3 2025, closing a stake of 71,875 shares — an estimated $304K sold.

Jacobs Levy Equity Management first reported a position in BGS in Q4 2024 and held it in 3 quarters. The position peaked at $428K in Q4 2024. 232 funds tracked by Wall St. Rank hold BGS as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining B&G Foods position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 71,875 B&G Foods shares in Q3 2025, an estimated $304K.
  • Jacobs Levy Equity Management first reported a position in B&G Foods in Q4 2024 and held it in 3 quarters.
  • Jacobs Levy Equity Management's B&G Foods position peaked at $428K in Q4 2024.
  • 232 funds tracked by Wall St. Rank held B&G Foods as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.