Burney Company’s Baker Hughes BKR Stock Holding History

Burney Company’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	$313K	Sell	5,643 -355	-6%	-$22.4K	0.01%	528
2026 Q1	$366K	Sell	5,998 -2,556	-30%	-$148K	0.01%	473
2025 Q4	$390K	Buy	8,554 +48	+0.6%	+$2.28K	0.01%	479
2025 Q3	$414K	Sell	8,506 -3,328	-28%	-$147K	0.01%	450
2025 Q2	$454K	Sell	11,834 -130,226	-92%	-$4.91M	0.02%	429
2025 Q1	$6.24M	Buy	142,060 +3,272	+2%	+$146K	0.23%	98
2024 Q4	$5.69M	Buy	138,788 +105,349	+315%	+$4.25M	0.2%	108
2024 Q3	$1.21M	Buy	+33,439	New	+$1.18M	0.04%	288
2021 Q4	–	Sell	-13,425	Closed	-$332K	–	582
2021 Q3	$332K	Hold	13,425	–	–	0.02%	463
2021 Q2	$307K	Buy	13,425 +725	+6%	+$16.7K	0.01%	491
2021 Q1	$274K	Buy	+12,700	New	+$289K	0.01%	495

Other funds holding BKR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Burney Company's BKR Position: Q2 2026 in Review

Burney Company reduced its Baker Hughes (BKR) stake by 5.9% in Q2 2026, selling an estimated $22.4K and leaving 5,643 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #528.

Burney Company first reported a position in BKR in Q1 2021 and has held it in 11 quarters since. The position peaked at $6.24M in Q1 2025. 276 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Burney Company held 5,643 shares of Baker Hughes worth $313K as of Q2 2026.
Burney Company sold 355 Baker Hughes shares in Q2 2026, an estimated $22.4K.
Baker Hughes made up 0.01% of Burney Company's portfolio in Q2 2026, its #528 holding.
Burney Company first reported a position in Baker Hughes in Q1 2021 and has held it in 11 quarters since.
Burney Company's Baker Hughes position peaked at $6.24M in Q1 2025.
276 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.