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Smallwood Wealth Investment Management’s B&G Foods BGS Stock Holding History

Smallwood Wealth Investment Management’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
Q2 		$638 Hold
160
– – ﹤0.01% 450
2026
Q1 		$771 Hold
160
– – ﹤0.01% 446
2025
Q4 		$689 Hold
160
– – ﹤0.01% 441
2025
Q3 		$708 Hold
160
– – ﹤0.01% 445
2025
Q2 		$676 Hold
160
– – ﹤0.01% 485
2025
Q1 		$1.1K Buy
+160
New +$1.07K ﹤0.01% 418

Other funds holding BGS

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Smallwood Wealth Investment Management's BGS Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its B&G Foods (BGS) position steady in Q2 2026 at 160 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Smallwood Wealth Investment Management first reported a position in BGS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1K in Q1 2025. 36 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Smallwood Wealth Investment Management held 160 shares of B&G Foods worth $638 as of Q2 2026.
  • Smallwood Wealth Investment Management left its B&G Foods share count unchanged in Q2 2026.
  • B&G Foods made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #450 holding.
  • Smallwood Wealth Investment Management first reported a position in B&G Foods in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's B&G Foods position peaked at $1.1K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.