BFG
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Berger Financial Group’s Pulmonx LUNG Stock Holding History

Berger Financial Group’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.2K Hold
54,000
– – ﹤0.01% 482
2026
Q1 		$69.7K Buy
+54,000
New +$89.2K ﹤0.01% 469
2025
Q4 		– Sell
-26,991
Closed -$43.7K – 482
2025
Q3 		$43.7K Hold
26,991
– – ﹤0.01% 442
2025
Q2 		$69.9K Hold
26,991
– – ﹤0.01% 418
2025
Q1 		$182K Hold
26,991
– – 0.01% 412
2024
Q4 		$183K Hold
26,991
– – 0.01% 407
2024
Q3 		$224K Buy
+26,991
New +$195K 0.02% 362

Other funds holding LUNG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CWP
CFM Wealth Partners Austin, Texas $783M AUM 47.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Berger Financial Group held its Pulmonx (LUNG) position steady in Q2 2026 at 54,000 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Berger Financial Group first reported a position in LUNG in Q3 2024 and has held it in 7 quarters since. The position peaked at $224K in Q3 2024. 32 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

  • Berger Financial Group held 54,000 shares of Pulmonx worth $70.2K as of Q2 2026.
  • Berger Financial Group left its Pulmonx share count unchanged in Q2 2026.
  • Pulmonx made up ﹤0.01% of Berger Financial Group's portfolio in Q2 2026, its #482 holding.
  • Berger Financial Group first reported a position in Pulmonx in Q3 2024 and has held it in 7 quarters since.
  • Berger Financial Group's Pulmonx position peaked at $224K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

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