Wealth Enhancement Advisory Services’s B&G Foods BGS Stock Holding History

Wealth Enhancement Advisory Services’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	$133K	Sell	33,793 -33,921	-50%	-$157K	﹤0.01%	3730
2026 Q1	$337K	Buy	67,714 +18,286	+37%	+$88.5K	﹤0.01%	2665
2025 Q4	$202K	Sell	49,428 -10,533	-18%	-$47.1K	﹤0.01%	3264
2025 Q3	$259K	Buy	59,961 +44,968	+300%	+$196K	﹤0.01%	2905
2025 Q2	$67.6K	Buy	+14,993	New	+$78.3K	﹤0.01%	3193
2024 Q4	–	Sell	-17,546	Closed	-$156K	–	2965
2024 Q3	$156K	Buy	17,546 +641	+4%	+$5.43K	﹤0.01%	2488
2024 Q2	$137K	Buy	+16,905	New	+$167K	﹤0.01%	2365

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

Wealth Enhancement Advisory Services's BGS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its B&G Foods (BGS) stake by 50% in Q2 2026, selling an estimated $157K and leaving 33,793 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3730.

Wealth Enhancement Advisory Services first reported a position in BGS in Q2 2024 and has held it in 7 quarters since. The position peaked at $337K in Q1 2026. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

Wealth Enhancement Advisory Services held 33,793 shares of B&G Foods worth $133K as of Q2 2026.
Wealth Enhancement Advisory Services sold 33,921 B&G Foods shares in Q2 2026, an estimated $157K.
B&G Foods made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3730 holding.
Wealth Enhancement Advisory Services first reported a position in B&G Foods in Q2 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's B&G Foods position peaked at $337K in Q1 2026.
182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.