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 Q3	$158	Hold	55	–	–	﹤0.01%	1471
2026 Q2	$219	Hold	55	–	–	﹤0.01%	1424
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

IWN

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

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

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

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

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

Private Wealth Management Group's BGS Position: Q3 2026 in Review

Private Wealth Management Group held its B&G Foods (BGS) position steady in Q3 2026 at 55 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Private Wealth Management Group first reported a position in BGS in Q4 2023 and has held it in 12 quarters since. The position peaked at $630 in Q1 2024. 24 funds tracked by Wall St. Rank hold BGS as of Q3 2026.

Private Wealth Management Group held 55 shares of B&G Foods worth $158 as of Q3 2026.
Private Wealth Management Group left its B&G Foods share count unchanged in Q3 2026.
B&G Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1471 holding.
Private Wealth Management Group first reported a position in B&G Foods in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's B&G Foods position peaked at $630 in Q1 2024.
24 funds tracked by Wall St. Rank held B&G Foods as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.