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

Rise 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
2025 Q2	–	Sell	-144	Closed	-$989	–	1554
2025 Q1	$989	Buy	+144	New	+$961	﹤0.01%	1264

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rise Advisors's BGS Position: Q2 2025 in Review

Rise Advisors sold out of B&G Foods (BGS) in Q2 2025, closing a stake of 144 shares — an estimated $989 sold.

Rise Advisors first reported a position in BGS in Q1 2025 and held it in 1 quarter. The position peaked at $989 in Q1 2025. 249 funds tracked by Wall St. Rank hold BGS as of Q2 2025.

Rise Advisors reported no remaining B&G Foods position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 144 B&G Foods shares in Q2 2025, an estimated $989.
Rise Advisors first reported a position in B&G Foods in Q1 2025 and held it in 1 quarter.
Rise Advisors's B&G Foods position peaked at $989 in Q1 2025.
249 funds tracked by Wall St. Rank held B&G Foods as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.