BG Investment Services, LLC GOOGL — ALPHABET INC

Ownership history in BG Investment Services, LLC  ·  5 quarters on record

AI Ownership Summary

BG Investment Services, LLC reported ALPHABET INC (GOOGL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.75% in 2025 Q4. The latest visible filing shows GOOGL at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BG Investment Services, LLC's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOOGL was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOOGL stock page BG Investment Services, LLC fund profile BG Investment Services, LLC full holdings
How BG Investment Services, LLC held GOOGL — position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,518 -1,159 -43.3% 0.36% $437K 2026-05-08 $400.80
2025 Q4 ADDED — — — 2,677 +146 +5.8% 0.75% $838K 2026-02-05 $331.02
2025 Q3 ADDED — — — 2,531 +804 +46.6% 0.61% $615K 2025-10-31 $280.81
2025 Q2 REDUCED — — — 1,727 -14 -0.8% 0.38% $304K 2025-07-30 $196.09
2025 Q1 INITIATED — — — 1,741 — — 0.29% $269K 2025-05-06 $162.67

🏢 Other funds also holding GOOGL

As of 2026 Q1 — sorted by position size

7G CAPITAL MANAGEMENT, LLC 3Y 30.84% Hingham Institution for Savings 30.35% True Blue (BVI) Ltd 28.61% TORNO CAPITAL, LLC 25.78% Georgetown University 3Y 7Y 24.88% ArchPoint Investors 3Y 7Y 23.08% Himalaya Capital Management LLC 3Y 7Y 22.85% Empirical Capital Management, LLC 3Y 7Y 22.83% SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3Y 7Y 21.78% Greenwoods Asset Management Hong Kong Ltd. 3Y 21.66%

FAQ About BG Investment Services, LLC and GOOGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has BG Investment Services, LLC reported owning GOOGL?

BG Investment Services, LLC reported GOOGL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported GOOGL position in BG Investment Services, LLC's portfolio?

The largest reported portfolio weight for GOOGL was 0.75% in 2025 Q4.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q1, when BG Investment Services, LLC reported 1,518 shares, equal to 0.36% of portfolio, with an estimated market value of $437K.

What does the chart on this GOOGL ownership page compare?

The chart compares BG Investment Services, LLC's quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BG Investment Services, LLC time their GOOGL position?

Based on 13F filing dates vs. subsequent GOOGL price moves, BG Investment Services, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on GOOGL relative to SPY over the holding period was +84.0%.

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