Jones Financial Companies
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Jones Financial Companies’s B&G Foods BGS Stock Holding History

Jones Financial Companies’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 		$23.7K Buy
5,720
+235
+4% +$1.09K ﹤0.01% 3435
2026
Q1 		$28.6K Buy
5,485
+3,288
+150% +$15.9K ﹤0.01% 3151
2025
Q4 		$9.45K Buy
2,197
+112
+5% +$501 ﹤0.01% 3245
2025
Q3 		$9.22K Buy
2,085
+394
+23% +$1.72K ﹤0.01% 3111
2025
Q2 		$7.42K Buy
1,691
+265
+19% +$1.38K ﹤0.01% 2982
2025
Q1 		$9.45K Sell
1,426
-3,676
-72% -$24.5K ﹤0.01% 2735
2024
Q4 		$35.2K Sell
5,102
-51
-1% -$384 ﹤0.01% 2021
2024
Q3 		$48.1K Buy
5,153
+4,193
+437% +$35.5K ﹤0.01% 1650
2024
Q2 		$7.76K Buy
+960
New +$9.47K ﹤0.01% 1833

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 $3.38T AUM 44.17% 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

Jones Financial Companies's BGS Position: Q2 2026 in Review

Jones Financial Companies increased its B&G Foods (BGS) stake by 4.3% in Q2 2026, buying an estimated $1.09K and bringing the position to 5,720 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

Jones Financial Companies first reported a position in BGS in Q2 2024 and has held it in 9 quarters since. The position peaked at $48.1K in Q3 2024. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Jones Financial Companies held 5,720 shares of B&G Foods worth $23.7K as of Q2 2026.
  • Jones Financial Companies bought 235 B&G Foods shares in Q2 2026, an estimated $1.09K.
  • B&G Foods made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3435 holding.
  • Jones Financial Companies first reported a position in B&G Foods in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's B&G Foods position peaked at $48.1K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.