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Shepherd Wealth Management’s Bunge Global BG Stock Holding History

Shepherd Wealth Management’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
+2,600
New +$320K 0.16% 42
2026
Q1 		– Sell
-2,600
Closed -$280K – 53
2025
Q4 		$280K Buy
+2,600
New +$240K 0.19% 33
2025
Q3 		– Sell
-2,600
Closed -$217K – 45
2025
Q2 		$217K Buy
+2,600
New +$205K 0.15% 49

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shepherd Wealth Management's BG Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in Bunge Global (BG) in Q2 2026: 2,600 shares worth $297K. The stake represents 0.16% of the portfolio and ranks #42 among its holdings. This is a return to the name: Shepherd Wealth Management previously reported a position in BG as recently as Q4 2025.

Shepherd Wealth Management first reported a position in BG in Q2 2025 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold BG as of Q2 2026.

  • Shepherd Wealth Management held 2,600 shares of Bunge Global worth $297K as of Q2 2026.
  • Bunge Global was a new Shepherd Wealth Management position in Q2 2026.
  • Bunge Global made up 0.16% of Shepherd Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Shepherd Wealth Management first reported a position in Bunge Global in Q2 2025 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.