SVB Wealth’s B&G Foods BGS Stock Holding History

SVB Wealth’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 Q2	–	Sell	-501	Closed	-$3.44K	–	633
2025 Q1	$3.44K	Buy	+501	New	+$3.35K	﹤0.01%	1103
2021 Q2	–	Sell	-7,150	Closed	-$222K	–	993
2021 Q1	$222K	Sell	7,150 -2,787	-28%	-$87.7K	﹤0.01%	802
2020 Q4	$275K	Buy	+9,937	New	+$280K	﹤0.01%	651

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVB Wealth's BGS Position: Q2 2025 in Review

SVB Wealth sold out of B&G Foods (BGS) in Q2 2025, closing a stake of 501 shares — an estimated $3.44K sold.

SVB Wealth first reported a position in BGS in Q4 2020 and held it in 3 quarters. The position peaked at $275K in Q4 2020. 249 funds tracked by Wall St. Rank hold BGS as of Q2 2025.

SVB Wealth reported no remaining B&G Foods position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 501 B&G Foods shares in Q2 2025, an estimated $3.44K.
SVB Wealth first reported a position in B&G Foods in Q4 2020 and held it in 3 quarters.
SVB Wealth's B&G Foods position peaked at $275K in Q4 2020.
249 funds tracked by Wall St. Rank held B&G Foods as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.