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Wealthspire Advisors (New York)’s B&G Foods BGS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-425
Closed -$1.88K – 1238
2025
Q3 		$1.88K Buy
+425
New +$1.86K ﹤0.01% 2624

Other funds holding BGS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s BGS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of B&G Foods (BGS) in Q4 2025, closing a stake of 425 shares — an estimated $1.88K sold.

Wealthspire Advisors (New York) first reported a position in BGS in Q3 2025 and held it in 1 quarter. The position peaked at $1.88K in Q3 2025. 223 funds tracked by Wall St. Rank hold BGS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining B&G Foods position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 425 B&G Foods shares in Q4 2025, an estimated $1.88K.
  • Wealthspire Advisors (New York) first reported a position in B&G Foods in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s B&G Foods position peaked at $1.88K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held B&G Foods as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.