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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Financial Advisors's BKR Position: Q1 2026 in Review

Brown Financial Advisors reduced its Baker Hughes (BKR) stake by 27% in Q1 2026, selling an estimated $373K and leaving 17,863 shares worth $1.09M. The position accounts for 0.41% of the portfolio, ranked #73.

Brown Financial Advisors first reported a position in BKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Brown Financial Advisors held 17,863 shares of Baker Hughes worth $1.09M as of Q1 2026.
  • Brown Financial Advisors sold 6,450 Baker Hughes shares in Q1 2026, an estimated $373K.
  • Baker Hughes made up 0.41% of Brown Financial Advisors's portfolio in Q1 2026, its #73 holding.
  • Brown Financial Advisors first reported a position in Baker Hughes in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.