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True Wealth Design’s B&G Foods BGS Stock Holding History

True Wealth Design’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 		$3.05K Sell
766
-71
-8% -$329 ﹤0.01% 1534
2026
Q1 		$4.03K Sell
837
-37
-4% -$179 ﹤0.01% 1282
2025
Q4 		$3.76K Sell
874
-197
-18% -$880 ﹤0.01% 1206
2025
Q3 		$4.75K Sell
1,071
-476
-31% -$2.08K ﹤0.01% 1096
2025
Q2 		$6.54K Buy
+1,547
New +$8.08K ﹤0.01% 711
2024
Q4 		– Sell
-211
Closed -$1.87K – 1374
2024
Q3 		$1.87K Buy
+211
New +$1.79K ﹤0.01% 812

Other funds holding BGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

True Wealth Design's BGS Position: Q2 2026 in Review

True Wealth Design reduced its B&G Foods (BGS) stake by 8.5% in Q2 2026, selling an estimated $329 and leaving 766 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

True Wealth Design first reported a position in BGS in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.54K in Q2 2025. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • True Wealth Design held 766 shares of B&G Foods worth $3.05K as of Q2 2026.
  • True Wealth Design sold 71 B&G Foods shares in Q2 2026, an estimated $329.
  • B&G Foods made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1534 holding.
  • True Wealth Design first reported a position in B&G Foods in Q3 2024 and has held it in 6 quarters since.
  • True Wealth Design's B&G Foods position peaked at $6.54K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.