Brown Financial Advisors’s Baker Hughes BKR Stock Holding History

Brown Financial Advisors’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	$918K	Sell	16,541 -1,322	-7%	-$83.6K	0.32%	84
2026 Q1	$1.09M	Sell	17,863 -6,450	-27%	-$373K	0.41%	73
2025 Q4	$1.11M	Sell	24,313 -2,235	-8%	-$106K	0.41%	80
2025 Q3	$1.29M	Sell	26,548 -335	-1%	-$14.8K	0.48%	72
2025 Q2	$1.03M	Buy	26,883 +5,066	+23%	+$191K	0.4%	87
2025 Q1	$959K	Buy	21,817 +1,826	+9%	+$81.5K	0.4%	84
2024 Q4	$820K	Buy	+19,991	New	+$806K	0.33%	88

Other funds holding BKR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brown Financial Advisors's BKR Position: Q2 2026 in Review

Brown Financial Advisors reduced its Baker Hughes (BKR) stake by 7.4% in Q2 2026, selling an estimated $83.6K and leaving 16,541 shares worth $918K. The position accounts for 0.32% of the portfolio, ranked #84.

Brown Financial Advisors first reported a position in BKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Brown Financial Advisors held 16,541 shares of Baker Hughes worth $918K as of Q2 2026.
Brown Financial Advisors sold 1,322 Baker Hughes shares in Q2 2026, an estimated $83.6K.
Baker Hughes made up 0.32% of Brown Financial Advisors's portfolio in Q2 2026, its #84 holding.
Brown Financial Advisors first reported a position in Baker Hughes in Q4 2024 and has held it in 7 quarters since.
Brown Financial Advisors's Baker Hughes position peaked at $1.29M in Q3 2025.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.