Measured Wealth Private Client Group’s B&G Foods BGS Stock Holding History

Measured Wealth Private Client 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	$597	Hold	150	–	–	﹤0.01%	661
2026 Q1	$722	Hold	150	–	–	﹤0.01%	657
2025 Q4	$645	Hold	150	–	–	﹤0.01%	681
2025 Q3	$665	Buy	+150	New	+$655	﹤0.01%	663
2020 Q2	–	Sell	-39,159	Closed	-$708K	–	125
2020 Q1	$708K	Buy	39,159 +10,993	+39%	+$172K	0.55%	28
2019 Q4	$505K	Sell	28,166 -10,582	-27%	-$178K	0.34%	45
2019 Q3	$733K	Buy	+38,748	New	+$744K	0.47%	34

Other funds holding BGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Measured Wealth Private Client Group's BGS Position: Q2 2026 in Review

Measured Wealth Private Client Group held its B&G Foods (BGS) position steady in Q2 2026 at 150 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Measured Wealth Private Client Group first reported a position in BGS in Q3 2019 and has held it in 7 quarters since. The position peaked at $733K in Q3 2019. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

Measured Wealth Private Client Group held 150 shares of B&G Foods worth $597 as of Q2 2026.
Measured Wealth Private Client Group left its B&G Foods share count unchanged in Q2 2026.
B&G Foods made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #661 holding.
Measured Wealth Private Client Group first reported a position in B&G Foods in Q3 2019 and has held it in 7 quarters since.
Measured Wealth Private Client Group's B&G Foods position peaked at $733K in Q3 2019.
182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.