UB
BERY

Umpqua Bank’s Berry Global Group, Inc. BERY Stock Holding History

Umpqua Bank’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
-3,736
Closed -$261K – 169
2025
Q1 		$261K Buy
3,736
+187
+5% +$13K 0.09% 138
2024
Q4 		$235K Sell
3,549
-261
-7% -$17.2K 0.08% 145
2024
Q3 		$238K Buy
3,810
+76
+2% +$4.52K 0.09% 142
2024
Q2 		$202K Sell
3,734
-40
-1% -$2.17K 0.08% 147
2024
Q1 		$210K Buy
+3,774
New +$215K 0.09% 142

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

Umpqua Bank's BERY Position: Q2 2025 in Review

Umpqua Bank sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 3,736 shares — an estimated $261K sold.

Umpqua Bank first reported a position in BERY in Q1 2024 and held it in 5 quarters. The position peaked at $261K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Umpqua Bank reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Umpqua Bank sold 3,736 Berry Global Group, Inc. shares in Q2 2025, an estimated $261K.
  • Umpqua Bank first reported a position in Berry Global Group, Inc. in Q1 2024 and held it in 5 quarters.
  • Umpqua Bank's Berry Global Group, Inc. position peaked at $261K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Umpqua Bank's 13F filing for Q2 2025, filed 12 Aug 2025.