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
2023 Q4	–	Hold	0	–	-$120K	–	308
2023 Q3	–	Sell	-1,300	Closed	-$130K	–	276
2023 Q2	$135K	Hold	1,300	–	–	0.02%	286
2023 Q1	$84.9K	Sell	1,300 -2,000	-61%	-$132K	0.01%	266
2022 Q4	$163K	Buy	+3,300	New	+$173K	0.02%	255
2022 Q2	–	Sell	-3,300	Closed	-$276K	–	274
2022 Q1	$276K	Buy	+3,300	New	+$260K	0.04%	221

Other funds holding RCL

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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.