OF
BG icon

Optimize Financial’s Bunge Global BG Stock Holding History

Optimize Financial’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
2026
Q1 		– Sell
-7,194
Closed -$641K – 316
2025
Q4 		$641K Buy
7,194
+100
+1% +$9.22K 0.32% 77
2025
Q3 		$576K Buy
7,094
+426
+6% +$34.1K 0.3% 82
2025
Q2 		$535K Sell
6,668
-46
-0.7% -$3.62K 0.33% 85
2025
Q1 		$513K Buy
6,714
+2,082
+45% +$156K 0.19% 85
2024
Q4 		$360K Buy
+4,632
New +$407K 0.27% 109

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimize Financial's BG Position: Q1 2026 in Review

Optimize Financial sold out of Bunge Global (BG) in Q1 2026, closing a stake of 7,194 shares — an estimated $641K sold.

Optimize Financial first reported a position in BG in Q4 2024 and held it in 5 quarters. The position peaked at $641K in Q4 2025. 712 funds tracked by Wall St. Rank hold BG as of Q1 2026.

  • Optimize Financial reported no remaining Bunge Global position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 7,194 Bunge Global shares in Q1 2026, an estimated $641K.
  • Optimize Financial first reported a position in Bunge Global in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Bunge Global position peaked at $641K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.