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Wealth Preservation Advisors’s B&G Foods BGS Stock Holding History

Wealth Preservation Advisors’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
-47
Closed -$226 – 182
2026
Q1 		$226 Buy
+47
New +$228 ﹤0.01% 868
2025
Q2 		– Sell
-1,520
Closed -$10.4K – 583
2025
Q1 		$10.4K Buy
+1,520
New +$10.1K 0.01% 311

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

Wealth Preservation Advisors's BGS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 47 shares — an estimated $226 sold.

Wealth Preservation Advisors first reported a position in BGS in Q1 2025 and held it in 2 quarters. The position peaked at $10.4K in Q1 2025. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 47 B&G Foods shares in Q2 2026, an estimated $226.
  • Wealth Preservation Advisors first reported a position in B&G Foods in Q1 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's B&G Foods position peaked at $10.4K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.