BFG
EXAS

Berger Financial Group’s Exact Sciences EXAS Stock Holding History

Berger Financial Group’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,067
Closed -$210K – 484
2025
Q4 		$210K Buy
+2,067
New +$166K 0.01% 445
2023
Q3 		– Sell
-2,418
Closed -$227K – 282
2023
Q2 		$227K Buy
+2,418
New +$189K 0.03% 260
2021
Q4 		– Sell
-2,653
Closed -$253K – 258
2021
Q3 		$253K Sell
2,653
-35
-1% -$3.69K 0.05% 180
2021
Q2 		$334K Hold
2,688
– – 0.06% 146
2021
Q1 		$354K Hold
2,688
– – 0.08% 138
2020
Q4 		$356K Buy
+2,688
New +$325K 0.06% 148

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Berger Financial Group's EXAS Position: Q1 2026 in Review

Berger Financial Group sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,067 shares — an estimated $210K sold.

Berger Financial Group first reported a position in EXAS in Q4 2020 and held it in 6 quarters. The position peaked at $356K in Q4 2020. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Berger Financial Group reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 2,067 Exact Sciences shares in Q1 2026, an estimated $210K.
  • Berger Financial Group first reported a position in Exact Sciences in Q4 2020 and held it in 6 quarters.
  • Berger Financial Group's Exact Sciences position peaked at $356K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.