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Berger Financial Group’s Live Nation Entertainment LYV Stock Holding History

Berger Financial Group’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.55M Sell
41,243
-1,452
-3% -$239K 0.39% 55
2026
Q1 		$6.51M Buy
42,695
+2,825
+7% +$428K 0.36% 62
2025
Q4 		$5.68M Buy
39,870
+348
+0.9% +$50K 0.33% 68
2025
Q3 		$6.46M Buy
39,522
+59
+0.1% +$9.32K 0.39% 59
2025
Q2 		$5.97M Buy
39,463
+718
+2% +$98.8K 0.39% 60
2025
Q1 		$5.06M Buy
+38,745
New +$5.29M 0.35% 76

Other funds holding LYV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Berger Financial Group reduced its Live Nation Entertainment (LYV) stake by 3.4% in Q2 2026, selling an estimated $239K and leaving 41,243 shares worth $7.55M. The position accounts for 0.39% of the portfolio, ranked #55.

Berger Financial Group first reported a position in LYV in Q1 2025 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Berger Financial Group held 41,243 shares of Live Nation Entertainment worth $7.55M as of Q2 2026.
  • Berger Financial Group sold 1,452 Live Nation Entertainment shares in Q2 2026, an estimated $239K.
  • Live Nation Entertainment made up 0.39% of Berger Financial Group's portfolio in Q2 2026, its #55 holding.
  • Berger Financial Group first reported a position in Live Nation Entertainment in Q1 2025 and has held it in 6 quarters since.
  • 849 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

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