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

Winch 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 Q1	$3.48K	Buy	723 +29	+4%	+$140	﹤0.01%	395
2025 Q4	$2.98K	Buy	694 +29	+4%	+$130	﹤0.01%	400
2025 Q3	$2.95K	Buy	665 +27	+4%	+$118	﹤0.01%	399
2025 Q2	$2.7K	Buy	638 +18	+3%	+$94	﹤0.01%	392
2025 Q1	$4.26K	Buy	620 +17	+3%	+$114	﹤0.01%	353
2024 Q4	$4.16K	Buy	603 +13	+2%	+$98	﹤0.01%	384
2024 Q3	$5.24K	Buy	590 +13	+2%	+$110	﹤0.01%	311
2024 Q2	$4.67K	Buy	577 +9	+2%	+$89	﹤0.01%	321
2024 Q1	$6.5K	Buy	568 +10	+2%	+$105	﹤0.01%	296
2023 Q4	$5.85K	Buy	558 +12	+2%	+$111	﹤0.01%	296
2023 Q3	$5K	Buy	546 +8	+1%	+$99	﹤0.01%	301
2023 Q2	$7K	Buy	538 +7	+1%	+$101	﹤0.01%	277
2023 Q1	$8K	Buy	531 +7	+1%	+$98	﹤0.01%	266
2022 Q4	$6K	Buy	524 +14	+3%	+$195	﹤0.01%	268
2022 Q3	$8K	Buy	510 +10	+2%	+$222	﹤0.01%	236
2022 Q2	$12K	Buy	+500	New	+$12.4K	﹤0.01%	213

Other funds holding BGS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM