Principal Securities’s Berry Global Group, Inc. BERY Stock Holding History

Principal Securities’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	-52	Closed	-$3.36K	–	3916
2025 Q1	$3.36K	Hold	52	–	–	﹤0.01%	2908
2024 Q4	$3.36K	Sell	52 -19	-27%	-$1.25K	﹤0.01%	2904
2024 Q3	$4.42K	Sell	71 -76	-52%	-$4.52K	﹤0.01%	2715
2024 Q2	$7.95K	Buy	147 +11	+8%	+$597	﹤0.01%	2492
2024 Q1	$7.56K	Buy	136 +46	+51%	+$2.62K	﹤0.01%	2465
2023 Q4	$5.59K	Buy	+90	New	+$5.08K	﹤0.01%	2492

Other funds holding BERY

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Principal Securities's BERY Position: Q2 2025 in Review

Principal Securities sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 52 shares — an estimated $3.36K sold.

Principal Securities first reported a position in BERY in Q4 2023 and held it in 6 quarters. The position peaked at $7.95K in Q2 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

Principal Securities reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 52 Berry Global Group, Inc. shares in Q2 2025, an estimated $3.36K.
Principal Securities first reported a position in Berry Global Group, Inc. in Q4 2023 and held it in 6 quarters.
Principal Securities's Berry Global Group, Inc. position peaked at $7.95K in Q2 2024.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.