AAP
BRY

Arax Advisory Partners’s Berry Corp BRY Stock Holding History

Arax Advisory Partners’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
-12,910
Closed -$48.8K – 4134
2025
Q3 		$48.8K Buy
+12,910
New +$41.8K ﹤0.01% 1845
2024
Q4 		– Sell
-889
Closed -$4.57K – 2477
2024
Q3 		$4.57K Buy
889
+605
+213% +$3.69K ﹤0.01% 1753
2024
Q2 		$1.83K Buy
+284
New +$2.11K ﹤0.01% 1996

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Arax Advisory Partners's BRY Position: Q4 2025 in Review

Arax Advisory Partners sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 12,910 shares — an estimated $48.8K sold.

Arax Advisory Partners first reported a position in BRY in Q2 2024 and held it in 3 quarters. The position peaked at $48.8K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Arax Advisory Partners reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 12,910 Berry Corp shares in Q4 2025, an estimated $48.8K.
  • Arax Advisory Partners first reported a position in Berry Corp in Q2 2024 and held it in 3 quarters.
  • Arax Advisory Partners's Berry Corp position peaked at $48.8K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Arax Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.