Kozak & Associates’s Bunge Global BG Stock Holding History

Kozak & Associates’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$738	–	431
2026 Q1	$772	Hold	6	–	–	﹤0.01%	400
2025 Q4	$621	Hold	6	–	–	﹤0.01%	396
2025 Q3	$579	Hold	6	–	–	﹤0.01%	419
2025 Q2	$462	Hold	6	–	–	﹤0.01%	385
2025 Q1	$467	Sell	6 -15	-71%	-$1.12K	﹤0.01%	400
2024 Q4	$1.59K	Buy	21 +1	+5%	+$88	﹤0.01%	372
2024 Q3	$1.94K	Hold	20	–	–	﹤0.01%	334
2024 Q2	$2.22K	Hold	20	–	–	﹤0.01%	314
2024 Q1	$2.1K	Sell	20 -488	-96%	-$45.7K	﹤0.01%	327
2023 Q4	$48.2K	Hold	508	–	–	0.02%	134
2023 Q3	$52.4K	Hold	508	–	–	0.02%	134
2023 Q2	$49.3K	Hold	508	–	–	0.02%	139
2023 Q1	$48.5K	Hold	508	–	–	0.02%	147
2022 Q4	$51K	Hold	508	–	–	0.03%	144
2022 Q3	$44K	Hold	508	–	–	0.03%	149
2022 Q2	$46K	Buy	508 +20	+4%	+$2.22K	0.03%	152
2022 Q1	$54K	Hold	488	–	–	0.03%	151
2021 Q4	$54K	Hold	488	–	–	0.03%	151
2021 Q3	$47K	Buy	+488	New	+$37.7K	0.03%	161

Other funds holding BG

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return