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 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

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

Private Wealth Management Group's BGS Position: Q2 2026 in Review

Private Wealth Management Group held its B&G Foods (BGS) position steady in Q2 2026 at 55 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Private Wealth Management Group first reported a position in BGS in Q4 2023 and has held it in 11 quarters since. The position peaked at $630 in Q1 2024. 183 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

Private Wealth Management Group held 55 shares of B&G Foods worth $219 as of Q2 2026.
Private Wealth Management Group left its B&G Foods share count unchanged in Q2 2026.
B&G Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1424 holding.
Private Wealth Management Group first reported a position in B&G Foods in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's B&G Foods position peaked at $630 in Q1 2024.
183 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.