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Accretive Wealth Partners’s Barnwell Industries BRN Stock Holding History

Accretive Wealth Partners’s Portfolio BRN Stock Details BRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Sell
123,803
-4,400
-3% -$4.79K 0.03% 176
2026
Q1 		$138K Buy
+128,203
New +$141K 0.04% 175

Other funds holding BRN

JIM
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accretive Wealth Partners's BRN Position: Q2 2026 in Review

Accretive Wealth Partners reduced its Barnwell Industries (BRN) stake by 3.4% in Q2 2026, selling an estimated $4.79K and leaving 123,803 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #176.

Accretive Wealth Partners first reported a position in BRN in Q1 2026 and has held it in 2 quarters since. The position peaked at $138K in Q1 2026. 21 funds tracked by Wall St. Rank hold BRN as of Q2 2026.

  • Accretive Wealth Partners held 123,803 shares of Barnwell Industries worth $125K as of Q2 2026.
  • Accretive Wealth Partners sold 4,400 Barnwell Industries shares in Q2 2026, an estimated $4.79K.
  • Barnwell Industries made up 0.03% of Accretive Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Accretive Wealth Partners first reported a position in Barnwell Industries in Q1 2026 and has held it in 2 quarters since.
  • Accretive Wealth Partners's Barnwell Industries position peaked at $138K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Barnwell Industries as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.