OIA
BG icon

Optimum Investment Advisors’s Bunge Global BG Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$104K Sell
1,280
-360
-22% -$28.9K 0.04% 258
2025
Q2 		$132K Sell
1,640
-660
-29% -$51.9K 0.06% 218
2025
Q1 		$176K Sell
2,300
-150
-6% -$11.2K 0.08% 183
2024
Q4 		$191K Sell
2,450
-615
-20% -$54K 0.08% 182
2024
Q3 		$296K Hold
3,065
– – 0.13% 155
2024
Q2 		$327K Sell
3,065
-285
-9% -$29.9K 0.15% 136
2024
Q1 		$343K Hold
3,350
– – 0.16% 135
2023
Q4 		$338K Hold
3,350
– – 0.17% 124
2023
Q3 		$363K Sell
3,350
-345
-9% -$37.8K 0.19% 121
2023
Q2 		$349K Hold
3,695
– – 0.17% 132
2023
Q1 		$353K Sell
3,695
-460
-11% -$44.7K 0.19% 127
2022
Q4 		$415K Hold
4,155
– – 0.22% 107
2022
Q3 		$343K Buy
4,155
+4,055
+4,055% +$378K 0.18% 126
2022
Q2 		$9K Hold
100
– – ﹤0.01% 612
2022
Q1 		$11K Buy
+100
New +$10.2K ﹤0.01% 635
2019
Q2 		– Sell
-300
Closed -$16K – 938
2019
Q1 		$16K Hold
300
– – 0.01% 724
2018
Q4 		$16K Hold
300
– – 0.01% 681
2018
Q3 		$21K Hold
300
– – 0.01% 720
2018
Q2 		$21K Hold
300
– – 0.01% 719
2018
Q1 		$22K Buy
+300
New +$22.7K 0.01% 688

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 $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's BG Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Bunge Global (BG) stake by 22% in Q3 2025, selling an estimated $28.9K and leaving 1,280 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #258.

Optimum Investment Advisors first reported a position in BG in Q1 2018 and has held it in 20 quarters since. The position peaked at $415K in Q4 2022. 576 funds tracked by Wall St. Rank hold BG as of Q3 2025.

  • Optimum Investment Advisors held 1,280 shares of Bunge Global worth $104K as of Q3 2025.
  • Optimum Investment Advisors sold 360 Bunge Global shares in Q3 2025, an estimated $28.9K.
  • Bunge Global made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #258 holding.
  • Optimum Investment Advisors first reported a position in Bunge Global in Q1 2018 and has held it in 20 quarters since.
  • Optimum Investment Advisors's Bunge Global position peaked at $415K in Q4 2022.
  • 576 funds tracked by Wall St. Rank held Bunge Global as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.