Triumph Capital Management’s B&G Foods BGS Stock Holding History

Triumph Capital 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 Q3	$23.3K	Hold	8,118	–	–	﹤0.01%	925
2026 Q2	$32.3K	Hold	8,118	–	–	0.01%	798
2026 Q1	$40.6K	Hold	8,118	–	–	0.01%	697
2025 Q4	$34.9K	Buy	+8,118	New	+$36.3K	0.01%	701
2023 Q1	–	Sell	-99,752	Closed	-$1.11M	–	196
2022 Q4	$1.11M	Buy	99,752 +69,431	+229%	+$966K	0.6%	34
2022 Q3	$500K	Sell	30,321 -21,156	-41%	-$470K	0.27%	90
2022 Q2	$1.22M	Buy	51,477 +14,577	+40%	+$362K	0.65%	39
2022 Q1	$996K	Buy	36,900 +17,304	+88%	+$520K	0.43%	54
2021 Q4	$602K	Sell	19,596 -1,403	-7%	-$42.9K	0.26%	92
2021 Q3	$638K	Buy	20,999 +1,609	+8%	+$48.3K	0.3%	87
2021 Q2	$589K	Buy	+19,390	New	+$597K	0.34%	74

Other funds holding BGS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cooper/Haims Advisors Victor, New York $229M AUM 11.31% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return

Triumph Capital Management's BGS Position: Q3 2026 in Review

Triumph Capital Management held its B&G Foods (BGS) position steady in Q3 2026 at 8,118 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Triumph Capital Management first reported a position in BGS in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.22M in Q2 2022. 63 funds tracked by Wall St. Rank hold BGS as of Q3 2026.

Triumph Capital Management held 8,118 shares of B&G Foods worth $23.3K as of Q3 2026.
Triumph Capital Management left its B&G Foods share count unchanged in Q3 2026.
B&G Foods made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #925 holding.
Triumph Capital Management first reported a position in B&G Foods in Q2 2021 and has held it in 11 quarters since.
Triumph Capital Management's B&G Foods position peaked at $1.22M in Q2 2022.
63 funds tracked by Wall St. Rank held B&G Foods as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.