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Physician Wealth Advisors’s B&G Foods BGS Stock Holding History

Physician Wealth Advisors’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
-126
Closed -$607 – 2346
2026
Q1 		$607 Hold
126
– – ﹤0.01% 1851
2025
Q4 		$542 Sell
126
-112
-47% -$501 ﹤0.01% 1840
2025
Q3 		$1.05K Sell
238
-106
-31% -$463 ﹤0.01% 1541
2025
Q2 		$1.46K Buy
344
+238
+225% +$1.24K ﹤0.01% 1177
2025
Q1 		$729 Hold
106
– – ﹤0.01% 1262
2024
Q4 		$731 Buy
+106
New +$798 ﹤0.01% 1019

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

Physician Wealth Advisors's BGS Position: Q2 2026 in Review

Physician Wealth Advisors sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 126 shares — an estimated $607 sold.

Physician Wealth Advisors first reported a position in BGS in Q4 2024 and held it in 6 quarters. The position peaked at $1.46K in Q2 2025. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Physician Wealth Advisors reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 126 B&G Foods shares in Q2 2026, an estimated $607.
  • Physician Wealth Advisors first reported a position in B&G Foods in Q4 2024 and held it in 6 quarters.
  • Physician Wealth Advisors's B&G Foods position peaked at $1.46K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.