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Private Wealth Management Group’s B&G Foods BGS Stock Holding History

Private Wealth Management 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
2026
Q1 		$265 Hold
55
– – ﹤0.01% 1393
2025
Q4 		$237 Hold
55
– – ﹤0.01% 1429
2025
Q3 		$244 Hold
55
– – ﹤0.01% 1449
2025
Q2 		$233 Hold
55
– – ﹤0.01% 1450
2025
Q1 		$378 Hold
55
– – ﹤0.01% 1431
2024
Q4 		$379 Hold
55
– – ﹤0.01% 1468
2024
Q3 		$489 Hold
55
– – ﹤0.01% 1429
2024
Q2 		$445 Hold
55
– – ﹤0.01% 1464
2024
Q1 		$630 Hold
55
– – ﹤0.01% 1391
2023
Q4 		$578 Buy
+55
New +$509 ﹤0.01% 1433

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Private Wealth Management Group's BGS Position: Q1 2026 in Review

Private Wealth Management Group held its B&G Foods (BGS) position steady in Q1 2026 at 55 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Private Wealth Management Group first reported a position in BGS in Q4 2023 and has held it in 10 quarters since. The position peaked at $630 in Q1 2024. 221 funds tracked by Wall St. Rank hold BGS as of Q1 2026.

  • Private Wealth Management Group held 55 shares of B&G Foods worth $265 as of Q1 2026.
  • Private Wealth Management Group left its B&G Foods share count unchanged in Q1 2026.
  • B&G Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1393 holding.
  • Private Wealth Management Group first reported a position in B&G Foods in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's B&G Foods position peaked at $630 in Q1 2024.
  • 221 funds tracked by Wall St. Rank held B&G Foods as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.