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World Investment Advisors’s B&G Foods BGS Stock Holding History

World Investment 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
-33,898
Closed -$163K – 1531
2026
Q1 		$163K Sell
33,898
-27
-0.1% -$131 ﹤0.01% 1498
2025
Q4 		$146K Buy
+33,925
New +$152K ﹤0.01% 1421

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 $3.38T AUM 44.17% 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

World Investment Advisors's BGS Position: Q2 2026 in Review

World Investment Advisors sold out of B&G Foods (BGS) in Q2 2026, closing a stake of 33,898 shares — an estimated $163K sold.

World Investment Advisors first reported a position in BGS in Q4 2025 and held it in 2 quarters. The position peaked at $163K in Q1 2026. 182 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

  • World Investment Advisors reported no remaining B&G Foods position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 33,898 B&G Foods shares in Q2 2026, an estimated $163K.
  • World Investment Advisors first reported a position in B&G Foods in Q4 2025 and held it in 2 quarters.
  • World Investment Advisors's B&G Foods position peaked at $163K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

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