SageView Advisory Group’s B&G Foods BGS Stock Holding History

SageView Advisory 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 Q1	–	Sell	-162	Closed	-$697	–	785
2025 Q4	$697	Buy	+162	New	+$724	﹤0.01%	2412

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SageView Advisory Group's BGS Position: Q1 2026 in Review

SageView Advisory Group sold out of B&G Foods (BGS) in Q1 2026, closing a stake of 162 shares — an estimated $697 sold.

SageView Advisory Group first reported a position in BGS in Q4 2025 and held it in 1 quarter. The position peaked at $697 in Q4 2025. 221 funds tracked by Wall St. Rank hold BGS as of Q1 2026.

SageView Advisory Group reported no remaining B&G Foods position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 162 B&G Foods shares in Q1 2026, an estimated $697.
SageView Advisory Group first reported a position in B&G Foods in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's B&G Foods position peaked at $697 in Q4 2025.
221 funds tracked by Wall St. Rank held B&G Foods as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.