MFG
BGS icon

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

Merit 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
-10,749
Closed -$51.7K – 2372
2026
Q1 		$51.7K Buy
+10,749
New +$52K ﹤0.01% 2058

Other funds holding BGS

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

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

Merit Financial Group sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 10,749 shares — an estimated $51.7K sold.

Merit Financial Group first reported a position in BGS in Q1 2026 and held it in 1 quarter. The position peaked at $51.7K in Q1 2026. 13 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Merit Financial Group reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 10,749 B&G Foods shares in Q2 2026, an estimated $51.7K.
  • Merit Financial Group first reported a position in B&G Foods in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's B&G Foods position peaked at $51.7K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.