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Sequoia Financial Advisors’s B&G Foods BGS Stock Holding History

Sequoia Financial 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
Q4 		– Sell
-17,218
Closed -$76.3K – 1936
2025
Q3 		$76.3K Buy
17,218
+1,712
+11% +$7.48K ﹤0.01% 1699
2025
Q2 		$65.6K Buy
+15,506
New +$81K ﹤0.01% 1548
2023
Q2 		– Sell
-11,368
Closed -$177K – 972
2023
Q1 		$177K Buy
+11,368
New +$158K ﹤0.01% 777
2022
Q2 		– Sell
-24,418
Closed -$659K – 602
2022
Q1 		$659K Buy
24,418
+15,767
+182% +$474K 0.02% 303
2021
Q4 		$266K Sell
8,651
-1,349
-13% -$41.3K 0.01% 467
2021
Q3 		$299K Buy
+10,000
New +$300K 0.03% 202

Other funds holding BGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sequoia Financial Advisors's BGS Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of B&G Foods (BGS) in Q4 2025, closing a stake of 17,218 shares — an estimated $76.3K sold.

Sequoia Financial Advisors first reported a position in BGS in Q3 2021 and held it in 6 quarters. The position peaked at $659K in Q1 2022. 223 funds tracked by Wall St. Rank hold BGS as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining B&G Foods position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 17,218 B&G Foods shares in Q4 2025, an estimated $76.3K.
  • Sequoia Financial Advisors first reported a position in B&G Foods in Q3 2021 and held it in 6 quarters.
  • Sequoia Financial Advisors's B&G Foods position peaked at $659K in Q1 2022.
  • 223 funds tracked by Wall St. Rank held B&G Foods as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.