PFG
BGS icon

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

Piershale 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
2023
Q2 		$3.69K Hold
265
– – ﹤0.01% 191
2023
Q1 		$4.12K Hold
265
– – ﹤0.01% 192
2022
Q4 		$2.96K Buy
+265
New +$3.69K ﹤0.01% 225

Other funds holding BGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Piershale Financial Group's BGS Position: Q2 2023 in Review

Piershale Financial Group held its B&G Foods (BGS) position steady in Q2 2023 at 265 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Piershale Financial Group first reported a position in BGS in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.12K in Q1 2023. 234 funds tracked by Wall St. Rank hold BGS as of Q2 2023.

  • Piershale Financial Group held 265 shares of B&G Foods worth $3.69K as of Q2 2023.
  • Piershale Financial Group left its B&G Foods share count unchanged in Q2 2023.
  • B&G Foods made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #191 holding.
  • Piershale Financial Group first reported a position in B&G Foods in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's B&G Foods position peaked at $4.12K in Q1 2023.
  • 234 funds tracked by Wall St. Rank held B&G Foods as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.