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Berger Financial Group’s Royal Caribbean RCL Stock Holding History

Berger Financial Group’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$656K Buy
2,067
+22
+1% +$6.15K 0.03% 266
2026
Q1 		$563K Sell
2,045
-233
-10% -$69.4K 0.03% 277
2025
Q4 		$635K Sell
2,278
-605
-21% -$171K 0.04% 262
2025
Q3 		$933K Sell
2,883
-389
-12% -$130K 0.06% 217
2025
Q2 		$1.02M Sell
3,272
-2
-0.1% -$476 0.07% 191
2025
Q1 		$673K Buy
3,274
+2
+0.1% +$472 0.05% 222
2024
Q4 		$755K Hold
3,272
– – 0.05% 204
2024
Q3 		$580K Sell
3,272
-443
-12% -$71.8K 0.04% 218
2024
Q2 		$592K Sell
3,715
-712
-16% -$102K 0.05% 193
2024
Q1 		$615K Buy
4,427
+594
+15% +$74.2K 0.05% 184
2023
Q4 		$496K Sell
3,833
-24
-0.6% -$2.45K 0.05% 167
2023
Q3 		$355K Sell
3,857
-106
-3% -$10.6K 0.04% 185
2023
Q2 		$411K Sell
3,963
-537
-12% -$42.1K 0.05% 179
2023
Q1 		$294K Buy
4,500
+15
+0.3% +$990 0.04% 209
2022
Q4 		$222K Buy
+4,485
New +$235K 0.03% 242
2022
Q2 		– Sell
-4,070
Closed -$341K – 275
2022
Q1 		$341K Sell
4,070
-664
-14% -$52.3K 0.04% 189
2021
Q4 		$364K Buy
4,734
+1,485
+46% +$121K 0.05% 187
2021
Q3 		$289K Buy
3,249
+329
+11% +$26.6K 0.05% 167
2021
Q2 		$249K Buy
+2,920
New +$254K 0.05% 178

Other funds holding RCL

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Berger Financial Group increased its Royal Caribbean (RCL) stake by 1.1% in Q2 2026, buying an estimated $6.15K and bringing the position to 2,067 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #266.

Berger Financial Group first reported a position in RCL in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q2 2025. 734 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Berger Financial Group held 2,067 shares of Royal Caribbean worth $656K as of Q2 2026.
  • Berger Financial Group bought 22 Royal Caribbean shares in Q2 2026, an estimated $6.15K.
  • Royal Caribbean made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #266 holding.
  • Berger Financial Group first reported a position in Royal Caribbean in Q2 2021 and has held it in 19 quarters since.
  • Berger Financial Group's Royal Caribbean position peaked at $1.02M in Q2 2025.
  • 734 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

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