SW
BERY

SVB Wealth’s Berry Global Group, Inc. BERY Stock Holding History

SVB Wealth’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
-1,283
Closed -$89.6K – 1713
2025
Q1 		$89.6K Sell
1,283
-2,366
-65% -$164K ﹤0.01% 427
2024
Q4 		$236K Buy
+3,649
New +$241K ﹤0.01% 631
2024
Q3 		– Sell
-3,929
Closed -$212K – 656
2024
Q2 		$212K Sell
3,929
-1,262
-24% -$68.5K 0.01% 661
2024
Q1 		$288K Buy
+5,191
New +$295K 0.01% 646
2023
Q4 		– Sell
-4,760
Closed -$271K – 955
2023
Q3 		$271K Buy
4,760
+11
+0.2% +$647 0.01% 644
2023
Q2 		$281K Sell
4,749
-965
-17% -$52.7K 0.01% 703
2023
Q1 		$309K Buy
5,714
+21
+0.4% +$1.16K ﹤0.01% 705
2022
Q4 		$316K Buy
+5,693
New +$279K ﹤0.01% 726
2022
Q1 		– Sell
-3,007
Closed -$204K – 849
2021
Q4 		$204K Sell
3,007
-13,722
-82% -$850K ﹤0.01% 704
2021
Q3 		$935K Buy
16,729
+4,066
+32% +$241K 0.01% 412
2021
Q2 		$758K Buy
12,663
+2,850
+29% +$172K 0.01% 461
2021
Q1 		$553K Buy
9,813
+4,246
+76% +$220K 0.01% 493
2020
Q4 		$287K Buy
+5,567
New +$266K ﹤0.01% 636

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SVB Wealth's BERY Position: Q2 2025 in Review

SVB Wealth sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 1,283 shares — an estimated $89.6K sold.

SVB Wealth first reported a position in BERY in Q4 2020 and held it in 13 quarters. The position peaked at $935K in Q3 2021. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • SVB Wealth reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,283 Berry Global Group, Inc. shares in Q2 2025, an estimated $89.6K.
  • SVB Wealth first reported a position in Berry Global Group, Inc. in Q4 2020 and held it in 13 quarters.
  • SVB Wealth's Berry Global Group, Inc. position peaked at $935K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.