Pinnacle Wealth Planning Services’s B&G Foods BGS Stock Holding History

Pinnacle Wealth Planning 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	$15.2K	Sell	3,820 -4,758	-55%	-$22.1K	﹤0.01%	1901
2026 Q1	$41.3K	Sell	8,578 -1,320	-13%	-$6.39K	﹤0.01%	1310
2025 Q4	$42.6K	Buy	+9,898	New	+$44.2K	﹤0.01%	1314
2025 Q2	–	Sell	-10,433	Closed	-$71.7K	–	457
2025 Q1	$71.7K	Buy	+10,433	New	+$69.7K	0.01%	390
2024 Q2	–	Sell	-10,952	Closed	-$125K	–	513
2024 Q1	$125K	Buy	10,952 +75	+0.7%	+$786	0.02%	470
2023 Q4	$114K	Buy	+10,877	New	+$101K	0.02%	448
2021 Q1	–	Sell	-1,165	Closed	-$32K	–	533
2020 Q4	$32K	Buy	+1,165	New	+$32.8K	0.01%	974

Other funds holding BGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's BGS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its B&G Foods (BGS) stake by 55% in Q2 2026, selling an estimated $22.1K and leaving 3,820 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Pinnacle Wealth Planning Services first reported a position in BGS in Q4 2020 and has held it in 7 quarters since. The position peaked at $125K in Q1 2024. 183 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

Pinnacle Wealth Planning Services held 3,820 shares of B&G Foods worth $15.2K as of Q2 2026.
Pinnacle Wealth Planning Services sold 4,758 B&G Foods shares in Q2 2026, an estimated $22.1K.
B&G Foods made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1901 holding.
Pinnacle Wealth Planning Services first reported a position in B&G Foods in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's B&G Foods position peaked at $125K in Q1 2024.
183 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.