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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Measured Wealth Private Client Group's BGS Position: Q1 2026 in Review

Measured Wealth Private Client Group held its B&G Foods (BGS) position steady in Q1 2026 at 150 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Measured Wealth Private Client Group first reported a position in BGS in Q3 2019 and has held it in 6 quarters since. The position peaked at $733K in Q3 2019. 221 funds tracked by Wall St. Rank hold BGS as of Q1 2026.

Measured Wealth Private Client Group held 150 shares of B&G Foods worth $722 as of Q1 2026.
Measured Wealth Private Client Group left its B&G Foods share count unchanged in Q1 2026.
B&G Foods made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #657 holding.
Measured Wealth Private Client Group first reported a position in B&G Foods in Q3 2019 and has held it in 6 quarters since.
Measured Wealth Private Client Group's B&G Foods position peaked at $733K in Q3 2019.
221 funds tracked by Wall St. Rank held B&G Foods as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.