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Whitaker-Myers Wealth Managers’s Bunge Global BG Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.71M Sell
15,954
-3,665
-19% -$419K 0.28% 52
2026
Q2 		$2.09M Buy
19,619
+1,801
+10% +$221K 0.35% 53
2026
Q1 		$2.27M Buy
+17,818
New +$2.07M 0.45% 33

Other funds holding BG

PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Whitaker-Myers Wealth Managers's BG Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Bunge Global (BG) stake by 19% in Q3 2026, selling an estimated $419K and leaving 15,954 shares worth $1.71M. The position accounts for 0.28% of the portfolio, ranked #52.

Whitaker-Myers Wealth Managers first reported a position in BG in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2026. 29 funds tracked by Wall St. Rank hold BG as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 15,954 shares of Bunge Global worth $1.71M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 3,665 Bunge Global shares in Q3 2026, an estimated $419K.
  • Bunge Global made up 0.28% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #52 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Bunge Global in Q1 2026 and has held it in 3 quarters since.
  • Whitaker-Myers Wealth Managers's Bunge Global position peaked at $2.27M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Bunge Global as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.