BFG
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Berger Financial Group’s Regeneron Pharmaceuticals REGN Stock Holding History

Berger Financial Group’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300
Closed -$232K – 504
2026
Q1 		$232K Sell
300
-1
-0.3% -$766 0.01% 426
2025
Q4 		$232K Buy
+301
New +$204K 0.01% 421
2025
Q2 		– Sell
-377
Closed -$239K – 431
2025
Q1 		$239K Sell
377
-8
-2% -$5.5K 0.02% 376
2024
Q4 		$274K Sell
385
-6
-2% -$5.04K 0.02% 335
2024
Q3 		$411K Buy
391
+6
+2% +$6.68K 0.03% 256
2024
Q2 		$405K Buy
385
+8
+2% +$7.75K 0.03% 236
2024
Q1 		$363K Buy
377
+48
+15% +$45.6K 0.03% 251
2023
Q4 		$289K Sell
329
-3
-0.9% -$2.47K 0.03% 237
2023
Q3 		$273K Sell
332
-20
-6% -$15.7K 0.03% 222
2023
Q2 		$253K Buy
352
+18
+5% +$13.9K 0.03% 244
2023
Q1 		$274K Sell
334
-79
-19% -$59.6K 0.03% 217
2022
Q4 		$298K Buy
413
+8
+2% +$5.9K 0.04% 200
2022
Q3 		$279K Sell
405
-35
-8% -$22K 0.04% 192
2022
Q2 		$260K Sell
440
-13
-3% -$8.45K 0.04% 202
2022
Q1 		$316K Sell
453
-7,687
-94% -$4.86M 0.04% 202
2021
Q4 		$5.14M Buy
8,140
+227
+3% +$140K 0.68% 45
2021
Q3 		$4.79M Sell
7,913
-62
-0.8% -$38.5K 0.86% 35
2021
Q2 		$4.45M Buy
7,975
+399
+5% +$202K 0.81% 43
2021
Q1 		$3.58M Buy
+7,576
New +$3.69M 0.78% 52

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Berger Financial Group sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 300 shares — an estimated $232K sold.

Berger Financial Group first reported a position in REGN in Q1 2021 and held it in 19 quarters. The position peaked at $5.14M in Q4 2021. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Berger Financial Group reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 300 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $232K.
  • Berger Financial Group first reported a position in Regeneron Pharmaceuticals in Q1 2021 and held it in 19 quarters.
  • Berger Financial Group's Regeneron Pharmaceuticals position peaked at $5.14M in Q4 2021.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

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