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Birch Financial Group’s Baker Hughes BKR Stock Holding History

Birch Financial Group’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$632K Hold
11,379
– – 0.32% 57
2026
Q1 		$695K Hold
11,379
– – 0.41% 55
2025
Q4 		$518K Buy
11,379
+1
+0% +$47 0.3% 68
2025
Q3 		$554K Buy
+11,378
New +$502K 0.33% 64

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
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Capital Research Global Investors
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Birch Financial Group's BKR Position: Q2 2026 in Review

Birch Financial Group held its Baker Hughes (BKR) position steady in Q2 2026 at 11,379 shares worth $632K. The position accounts for 0.32% of the portfolio, ranked #57.

Birch Financial Group first reported a position in BKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $695K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Birch Financial Group held 11,379 shares of Baker Hughes worth $632K as of Q2 2026.
  • Birch Financial Group left its Baker Hughes share count unchanged in Q2 2026.
  • Baker Hughes made up 0.32% of Birch Financial Group's portfolio in Q2 2026, its #57 holding.
  • Birch Financial Group first reported a position in Baker Hughes in Q3 2025 and has held it in 4 quarters since.
  • Birch Financial Group's Baker Hughes position peaked at $695K in Q1 2026.
  • 1,152 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.