Ritholtz Wealth Management
BGSF icon

Ritholtz Wealth Management’s BGSF Inc BGSF Stock Holding History

Ritholtz Wealth Management’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-13,023
Closed -$74.4K – 1418
2026
Q2 		$74.4K Sell
13,023
-13,688
-51% -$76.1K ﹤0.01% 1284
2026
Q1 		$173K Buy
26,711
+444
+2% +$2.59K ﹤0.01% 1148
2025
Q4 		$122K Buy
26,267
+15,695
+148% +$63.8K ﹤0.01% 1091
2025
Q3 		$75.1K Buy
+10,572
New +$68.6K ﹤0.01% 1028

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Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ritholtz Wealth Management's BGSF Position: Q3 2026 in Review

Ritholtz Wealth Management sold out of BGSF Inc (BGSF) in Q3 2026, closing a stake of 13,023 shares — an estimated $74.4K sold.

Ritholtz Wealth Management first reported a position in BGSF in Q3 2025 and held it in 4 quarters. The position peaked at $173K in Q1 2026. 11 funds tracked by Wall St. Rank hold BGSF as of Q3 2026.

  • Ritholtz Wealth Management reported no remaining BGSF Inc position as of Q3 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,023 BGSF Inc shares in Q3 2026, an estimated $74.4K.
  • Ritholtz Wealth Management first reported a position in BGSF Inc in Q3 2025 and held it in 4 quarters.
  • Ritholtz Wealth Management's BGSF Inc position peaked at $173K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held BGSF Inc as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.