Rothschild Investment LLC’s B&G Foods BGS Stock Holding History

Rothschild Investment LLC’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	$625	Buy	130 +111	+584%	+$537	﹤0.01%	3050
2025 Q4	$82	Sell	19 -126	-87%	-$563	﹤0.01%	3230
2025 Q3	$642	Buy	+145	New	+$634	﹤0.01%	2755
2025 Q2	–	Sell	-115	Closed	-$790	–	3038
2025 Q1	$790	Buy	115 +70	+156%	+$467	﹤0.01%	2464
2024 Q4	$310	Buy	45 +15	+50%	+$113	﹤0.01%	2682
2024 Q3	$266	Sell	30 -10	-25%	-$85	﹤0.01%	2644
2024 Q2	$323	Buy	40 +30	+300%	+$296	﹤0.01%	2256
2024 Q1	$114	Buy	+10	New	+$105	﹤0.01%	2143

Other funds holding BGS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM