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Larson Financial Group’s B&G Foods BGS Stock Holding History

Larson Financial Group’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 		– Sell
-98
Closed -$472 – 3787
2026
Q1 		$472 Buy
+98
New +$474 ﹤0.01% 3324
2025
Q3 		– Sell
-13
Closed -$55 – 3450
2025
Q2 		$55 Sell
13
-37
-74% -$193 ﹤0.01% 3223
2025
Q1 		$344 Buy
50
+38
+317% +$254 ﹤0.01% 2665
2024
Q4 		$83 Hold
12
– – ﹤0.01% 2634
2024
Q3 		$107 Hold
12
– – ﹤0.01% 2520
2024
Q2 		$97 Buy
+12
New +$118 ﹤0.01% 2249

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

Larson Financial Group's BGS Position: Q2 2026 in Review

Larson Financial Group sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 98 shares — an estimated $472 sold.

Larson Financial Group first reported a position in BGS in Q2 2024 and held it in 6 quarters. The position peaked at $472 in Q1 2026. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Larson Financial Group reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 98 B&G Foods shares in Q2 2026, an estimated $472.
  • Larson Financial Group first reported a position in B&G Foods in Q2 2024 and held it in 6 quarters.
  • Larson Financial Group's B&G Foods position peaked at $472 in Q1 2026.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

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