Strategic Wealth Partners’s B&G Foods BGS Stock Holding History

Strategic Wealth Partners’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	–	Sell	-670	Closed	-$3.22K	–	1472
2026 Q1	$3.22K	Hold	670	–	–	﹤0.01%	1109
2025 Q4	$2.88K	Hold	670	–	–	﹤0.01%	1152
2025 Q3	$2.97K	Hold	670	–	–	﹤0.01%	1119
2025 Q2	$2.83K	Buy	+670	New	+$3.5K	﹤0.01%	980
2018 Q2	–	Sell	-150	Closed	-$4K	–	754
2018 Q1	$4K	Sell	150 -150	-50%	-$4.59K	﹤0.01%	668
2017 Q4	$10K	Buy	+300	New	+$10.3K	0.01%	538

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Strategic Wealth Partners's BGS Position: Q2 2026 in Review

Strategic Wealth Partners sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 670 shares — an estimated $3.22K sold.

Strategic Wealth Partners first reported a position in BGS in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q4 2017. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

Strategic Wealth Partners reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 670 B&G Foods shares in Q2 2026, an estimated $3.22K.
Strategic Wealth Partners first reported a position in B&G Foods in Q4 2017 and held it in 6 quarters.
Strategic Wealth Partners's B&G Foods position peaked at $10K in Q4 2017.
182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.