BG Investment Services, LLC
BG Investment Services, LLC reported 52 positions worth $138.8M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: FBND (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $24.0M | 17.27% | 527,196 | — | — | |
| ▸ 2 | FBCG | SH | $22.4M | 16.14% | 360,816 | — | — | |
| ▸ 3 | IVV | SH | $14.0M | 10.11% | 18,740 | — | — | |
| ▸ 4 | FENI | SH | $7.7M | 5.58% | 193,100 | — | — | |
| ▸ 5 | FDVV | SH | $7.6M | 5.46% | 125,837 | — | — | |
| ▸ 6 | IEFA | SH | $7.3M | 5.27% | 75,719 | — | — | |
| ▸ 7 | FDHY | SH | $5.6M | 4.04% | 114,531 | — | — | |
| ▸ 8 | IWD | SH | $3.4M | 2.47% | 14,160 | — | — | |
| ▸ 9 | SCHG | SH | $3.1M | 2.26% | 92,584 | — | — | |
| ▸ 10 | JEPI | SH | $2.9M | 2.12% | 52,079 | — | — |
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Frequently Asked Questions
What stocks does BG Investment Services, LLC hold as of Q2 2026?
BG Investment Services, LLC reported 52 positions worth $138.8M in its Q2 2026 13F filing. Largest positions: FBND (17.3%), FBCG (16.1%), IVV (10.1%), FENI (5.6%) and FDVV (5.5%).
What did BG Investment Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BG Investment Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.