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Montgomery Financial Services’s B&G Foods BGS Stock Holding History

Montgomery Financial Services’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 		$796 Buy
+200
New +$927 ﹤0.01% 304

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

Montgomery Financial Services's BGS Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in B&G Foods (BGS) in Q2 2026: 200 shares worth $796. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings.

170 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Montgomery Financial Services held 200 shares of B&G Foods worth $796 as of Q2 2026.
  • B&G Foods was a new Montgomery Financial Services position in Q2 2026.
  • B&G Foods made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #304 holding.
  • 170 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.