Berger Financial Group’s JB Hunt Transport Services JBHT Stock Holding History

Berger Financial Group’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Buy	+749	New	+$192K	0.01%	450
2025 Q3	–	Sell	-1,657	Closed	-$238K	–	450
2025 Q2	$238K	Sell	1,657 -2	-0.1%	-$277	0.02%	376
2025 Q1	$245K	Hold	1,659	–	–	0.02%	372
2024 Q4	$283K	Hold	1,659	–	–	0.02%	327
2024 Q3	$286K	Hold	1,659	–	–	0.02%	316
2024 Q2	$265K	Buy	1,659 +2	+0.1%	+$335	0.02%	306
2024 Q1	$330K	Sell	1,657 -1,035	-38%	-$209K	0.03%	264
2023 Q4	$538K	Hold	2,692	–	–	0.06%	162
2023 Q3	$507K	Buy	2,692 +580	+27%	+$111K	0.06%	159
2023 Q2	$382K	Hold	2,112	–	–	0.04%	189
2023 Q1	$371K	Hold	2,112	–	–	0.04%	186
2022 Q4	$368K	Hold	2,112	–	–	0.05%	183
2022 Q3	$330K	Hold	2,112	–	–	0.05%	174
2022 Q2	$333K	Hold	2,112	–	–	0.05%	174
2022 Q1	$424K	Buy	2,112 +266	+14%	+$53K	0.05%	164
2021 Q4	$377K	Sell	1,846 -200	-10%	-$38.5K	0.05%	183
2021 Q3	$342K	Hold	2,046	–	–	0.06%	144
2021 Q2	$333K	Hold	2,046	–	–	0.06%	148
2021 Q1	$344K	Sell	2,046 -300	-13%	-$45.1K	0.07%	141
2020 Q4	$321K	Buy	+2,346	New	+$311K	0.06%	156

Other funds holding JBHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Berger Financial Group's JBHT Position: Q2 2026 in Review

Berger Financial Group opened a new position in JB Hunt Transport Services (JBHT) in Q2 2026: 749 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in JBHT as recently as Q2 2025.

Berger Financial Group first reported a position in JBHT in Q4 2020 and has held it in 20 quarters since. The position peaked at $538K in Q4 2023. 857 funds tracked by Wall St. Rank hold JBHT as of Q2 2026.

Berger Financial Group held 749 shares of JB Hunt Transport Services worth $217K as of Q2 2026.
JB Hunt Transport Services was a new Berger Financial Group position in Q2 2026.
JB Hunt Transport Services made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #450 holding.
Berger Financial Group first reported a position in JB Hunt Transport Services in Q4 2020 and has held it in 20 quarters since.
Berger Financial Group's JB Hunt Transport Services position peaked at $538K in Q4 2023.
857 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.