TFM
BERY

TFC Financial Management’s Berry Global Group, Inc. BERY Stock Holding History

TFC Financial Management’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
Closed -$70 – 1105
2025
Q1 		$70 Hold
1
– – ﹤0.01% 878
2024
Q4 		$65 Hold
1
– – ﹤0.01% 881
2024
Q3 		$68 Buy
+1
New +$59 ﹤0.01% 900
2023
Q2 		– Sell
-4
Closed -$236 – 775
2023
Q1 		$236 Buy
+4
New +$221 ﹤0.01% 617

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

TFC Financial Management's BERY Position: Q2 2025 in Review

TFC Financial Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 1 share — an estimated $70 sold.

TFC Financial Management first reported a position in BERY in Q1 2023 and held it in 4 quarters. The position peaked at $236 in Q1 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • TFC Financial Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Berry Global Group, Inc. share in Q2 2025, an estimated $70.
  • TFC Financial Management first reported a position in Berry Global Group, Inc. in Q1 2023 and held it in 4 quarters.
  • TFC Financial Management's Berry Global Group, Inc. position peaked at $236 in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.