Jones Financial Companies
BERY

Jones Financial Companies’s Berry Global Group, Inc. BERY Stock Holding History

Jones Financial Companies’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-383
Closed -$26.6K – 4192
2025
Q1 		$26.6K Buy
383
+107
+39% +$7.43K ﹤0.01% 2317
2024
Q4 		$17.8K Buy
276
+12
+5% +$792 ﹤0.01% 2305
2024
Q3 		$16.7K Buy
264
+178
+207% +$10.6K ﹤0.01% 2021
2024
Q2 		$4.65K Buy
+86
New +$4.67K ﹤0.01% 1948
2021
Q2 		– Sell
-607
Closed -$34K – 799
2021
Q1 		$34K Buy
+607
New +$31.5K ﹤0.01% 403

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's BERY Position: Q2 2025 in Review

Jones Financial Companies sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 383 shares — an estimated $26.6K sold.

Jones Financial Companies first reported a position in BERY in Q1 2021 and held it in 5 quarters. The position peaked at $34K in Q1 2021. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Jones Financial Companies reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 383 Berry Global Group, Inc. shares in Q2 2025, an estimated $26.6K.
  • Jones Financial Companies first reported a position in Berry Global Group, Inc. in Q1 2021 and held it in 5 quarters.
  • Jones Financial Companies's Berry Global Group, Inc. position peaked at $34K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.