SFA
BERY

Sequoia Financial Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Sequoia Financial Advisors’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
-3,610
Closed -$252K – 1651
2025
Q1 		$252K Sell
3,610
-415
-10% -$28.8K ﹤0.01% 1148
2024
Q4 		$260K Sell
4,025
-233
-5% -$15.4K ﹤0.01% 1080
2024
Q3 		$266K Buy
4,258
+17
+0.4% +$1.01K ﹤0.01% 1029
2024
Q2 		$229K Buy
4,241
+126
+3% +$6.84K ﹤0.01% 1033
2024
Q1 		$229K Sell
4,115
-10,628
-72% -$605K ﹤0.01% 991
2023
Q4 		$912K Buy
14,743
+10,981
+292% +$620K 0.01% 549
2023
Q3 		$214K Buy
3,762
+11
+0.3% +$647 ﹤0.01% 835
2023
Q2 		$222K Buy
+3,751
New +$205K ﹤0.01% 822

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 $60.6B AUM 23.27% 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

Sequoia Financial Advisors's BERY Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 3,610 shares — an estimated $252K sold.

Sequoia Financial Advisors first reported a position in BERY in Q2 2023 and held it in 8 quarters. The position peaked at $912K in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,610 Berry Global Group, Inc. shares in Q2 2025, an estimated $252K.
  • Sequoia Financial Advisors first reported a position in Berry Global Group, Inc. in Q2 2023 and held it in 8 quarters.
  • Sequoia Financial Advisors's Berry Global Group, Inc. position peaked at $912K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.