Prism Advisors’s B&G Foods BGS Stock Holding History

Prism 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 Q3	$31.2K	Hold	11,900	–	–	0.01%	81
2026 Q2	$47.4K	Hold	11,900	–	–	0.01%	75
2026 Q1	$57.2K	Hold	11,900	–	–	0.02%	72
2025 Q4	$51.2K	Hold	11,900	–	–	0.01%	74
2025 Q3	$52.7K	Hold	11,900	–	–	0.01%	75
2025 Q2	$50.3K	Hold	11,900	–	–	0.01%	71
2025 Q1	$81.8K	Hold	11,900	–	–	0.03%	60
2024 Q4	$82K	Buy	+11,900	New	+$89.5K	0.02%	59
2020 Q2	–	Sell	-154,666	Closed	-$2.8M	–	49
2020 Q1	$2.8M	Buy	154,666 +18,360	+13%	+$288K	1.8%	14
2019 Q4	$2.44M	Buy	+136,306	New	+$2.29M	1.24%	29

Other funds holding BGS

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Prism Advisors's BGS Position: Q3 2026 in Review

Prism Advisors held its B&G Foods (BGS) position steady in Q3 2026 at 11,900 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #81.

Prism Advisors first reported a position in BGS in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.8M in Q1 2020. 16 funds tracked by Wall St. Rank hold BGS as of Q3 2026.

Prism Advisors held 11,900 shares of B&G Foods worth $31.2K as of Q3 2026.
Prism Advisors left its B&G Foods share count unchanged in Q3 2026.
B&G Foods made up 0.01% of Prism Advisors's portfolio in Q3 2026, its #81 holding.
Prism Advisors first reported a position in B&G Foods in Q4 2019 and has held it in 10 quarters since.
Prism Advisors's B&G Foods position peaked at $2.8M in Q1 2020.
16 funds tracked by Wall St. Rank held B&G Foods as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.