Lifeworks Advisors’s Bunge Global BG Stock Holding History

Lifeworks Advisors’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
2025 Q3	–	Sell	-3,242	Closed	-$260K	–	329
2025 Q2	$260K	Buy	+3,242	New	+$255K	0.04%	268

Other funds holding BG

Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lifeworks Advisors's BG Position: Q3 2025 in Review

Lifeworks Advisors sold out of Bunge Global (BG) in Q3 2025, closing a stake of 3,242 shares — an estimated $260K sold.

Lifeworks Advisors first reported a position in BG in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 575 funds tracked by Wall St. Rank hold BG as of Q3 2025.

Lifeworks Advisors reported no remaining Bunge Global position as of Q3 2025 after selling out during the quarter.
Lifeworks Advisors sold 3,242 Bunge Global shares in Q3 2025, an estimated $260K.
Lifeworks Advisors first reported a position in Bunge Global in Q2 2025 and held it in 1 quarter.
Lifeworks Advisors's Bunge Global position peaked at $260K in Q2 2025.
575 funds tracked by Wall St. Rank held Bunge Global as of Q3 2025.

Based on Lifeworks Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.