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Berger Financial Group’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Berger Financial Group’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
13,657
+1,805
+15% +$175K 0.06% 199
2026
Q1 		$1.04M Buy
11,852
+1,950
+20% +$176K 0.06% 203
2025
Q4 		$732K Buy
+9,902
New +$710K 0.04% 245

Other funds holding REMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

Berger Financial Group increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 15% in Q2 2026, buying an estimated $175K and bringing the position to 13,657 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #199.

Berger Financial Group first reported a position in REMX in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Berger Financial Group held 13,657 shares of VanEck Rare Earth/Strategic Metals ETF worth $1.21M as of Q2 2026.
  • Berger Financial Group bought 1,805 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $175K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.06% of Berger Financial Group's portfolio in Q2 2026, its #199 holding.
  • Berger Financial Group first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

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