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Berger Financial Group’s Wabtec WAB Stock Holding History

Berger Financial Group’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Sell
1,600
-2
-0.1% -$529 0.02% 318
2026
Q1 		$400K Sell
1,602
-5
-0.3% -$1.21K 0.02% 321
2025
Q4 		$343K Buy
1,607
+488
+44% +$100K 0.02% 343
2025
Q3 		$224K Buy
+1,119
New +$221K 0.01% 407

Other funds holding WAB

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Berger Financial Group reduced its Wabtec (WAB) stake by 0.12% in Q2 2026, selling an estimated $529 and leaving 1,600 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #318.

Berger Financial Group first reported a position in WAB in Q3 2025 and has held it in 4 quarters since. 717 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Berger Financial Group held 1,600 shares of Wabtec worth $431K as of Q2 2026.
  • Berger Financial Group sold 2 Wabtec shares in Q2 2026, an estimated $529.
  • Wabtec made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #318 holding.
  • Berger Financial Group first reported a position in Wabtec in Q3 2025 and has held it in 4 quarters since.
  • 717 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

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