Allworth Financial’s Berry Corp BRY Stock Holding History

Allworth Financial’s Portfolio BRY Stock Details BRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-276	Closed	-$1.04K	–	5052
2025 Q3	$1.04K	Buy	276 +68	+33%	+$220	﹤0.01%	4237
2025 Q2	$577	Buy	+208	New	+$556	﹤0.01%	4098
2025 Q1	–	Sell	-107	Closed	-$516	–	4073
2024 Q4	$516	Buy	107 +59	+123%	+$272	﹤0.01%	3588
2024 Q3	$247	Buy	+48	New	+$293	﹤0.01%	3557
2022 Q4	–	Sell	-16	Closed	–	–	3027
2022 Q3	$0	Sell	16 -331	-95%	-$2.8K	﹤0.01%	2677
2022 Q2	$3K	Buy	+347	New	+$3.67K	﹤0.01%	1872

Other funds holding BRY

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

Allworth Financial's BRY Position: Q4 2025 in Review

Allworth Financial sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 276 shares — an estimated $1.04K sold.

Allworth Financial first reported a position in BRY in Q2 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Allworth Financial reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 276 Berry Corp shares in Q4 2025, an estimated $1.04K.
Allworth Financial first reported a position in Berry Corp in Q2 2022 and held it in 6 quarters.
Allworth Financial's Berry Corp position peaked at $3K in Q2 2022.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.