BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s MetLife MET Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Sell	1,656 -104	-6%	-$8.39K	0.02%	638
2026 Q1	$124K	Sell	1,760 -49	-3%	-$3.67K	0.02%	686
2025 Q4	$143K	Buy	1,809 +1,406	+349%	+$111K	0.02%	650
2025 Q3	$33.2K	Buy	403 +1	+0.2%	+$79	﹤0.01%	1078
2025 Q2	$32.3K	Sell	402 -1,434	-78%	-$111K	0.01%	1060
2025 Q1	$147K	Buy	1,836 +1,414	+335%	+$118K	0.02%	571
2024 Q4	$34.6K	Sell	422 -1,360	-76%	-$113K	0.01%	1010
2024 Q3	$147K	Buy	+1,782	New	+$133K	0.02%	578

Other funds holding MET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MET Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its MetLife (MET) stake by 5.9% in Q2 2026, selling an estimated $8.39K and leaving 1,656 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #638.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MET in Q3 2024 and has held it in 8 quarters since. The position peaked at $147K in Q1 2025. 1,456 funds tracked by Wall St. Rank hold MET as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 1,656 shares of MetLife worth $140K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 104 MetLife shares in Q2 2026, an estimated $8.39K.
MetLife made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #638 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MetLife in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MetLife position peaked at $147K in Q1 2025.
1,456 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.