KBG
BAY

Kahn Brothers Group’s BAYER AG SPONS ADR BAY Stock Holding History

Kahn Brothers Group’s Portfolio BAY Stock Details BAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.3M Buy
6,518,603
+4,710
+0.1% +$64.5K 14.12% 2
2026
Q1 		$74.8M Sell
6,513,893
-240,398
-4% -$2.76M 13.26% 2
2025
Q4 		$73.1M Sell
6,754,291
-32,962
-0.5% -$357K 12.94% 2
2025
Q3 		$56.3M Buy
6,787,253
+58,350
+0.9% +$484K 10.58% 2
2025
Q2 		$50.7M Buy
6,728,903
+155,210
+2% +$1.17M 10.19% 2
2025
Q1 		$39.6M Buy
6,573,693
+2,067,470
+46% +$12.4M 8% 4
2024
Q4 		$22M Sell
4,506,223
-653,317
-13% -$3.19M 4.78% 10
2024
Q3 		$43.7M Buy
5,159,540
+785,085
+18% +$6.65M 7.53% 5
2024
Q2 		$30.8M Buy
4,374,455
+1,275,315
+41% +$8.98M 5.18% 8
2024
Q1 		$23.7M Buy
3,099,140
+2,386,640
+335% +$18.3M 3.52% 11
2023
Q4 		$6.58M Buy
+712,500
New +$6.58M 1.04% 15

Other funds holding BAY

GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return

Kahn Brothers Group's BAY Position: Q2 2026 in Review

Kahn Brothers Group increased its BAYER AG SPONS ADR (BAY) stake by 0.07% in Q2 2026, buying an estimated $64.5K and bringing the position to 6,518,603 shares worth $89.3M. The position accounts for 14.12% of the portfolio, ranked #2.

Kahn Brothers Group first reported a position in BAY in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold BAY as of Q2 2026.

  • Kahn Brothers Group held 6,518,603 shares of BAYER AG SPONS ADR worth $89.3M as of Q2 2026.
  • Kahn Brothers Group bought 4,710 BAYER AG SPONS ADR shares in Q2 2026, an estimated $64.5K.
  • BAYER AG SPONS ADR made up 14.12% of Kahn Brothers Group's portfolio in Q2 2026, its #2 holding.
  • Kahn Brothers Group first reported a position in BAYER AG SPONS ADR in Q4 2023 and has held it in 11 quarters since.
  • 15 funds tracked by Wall St. Rank held BAYER AG SPONS ADR as of Q2 2026.

Based on Kahn Brothers Group's 13F filing for Q2 2026, filed 14 Aug 2026.