Cambridge Investment Research Advisors
BRY

Cambridge Investment Research Advisors’s Berry Corp BRY Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-10,687
Closed -$34K – 3636
2025
Q1 		$34K Buy
+10,687
New +$43.8K ﹤0.01% 3428
2024
Q4 		– Sell
-16,718
Closed -$86K – 3479
2024
Q3 		$86K Buy
16,718
+6,031
+56% +$36.8K ﹤0.01% 3285
2024
Q2 		$69K Buy
+10,687
New +$79.6K ﹤0.01% 3197

Other funds holding BRY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Investment Research Advisors's BRY Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Berry Corp (BRY) in Q2 2025, closing a stake of 10,687 shares — an estimated $34K sold.

Cambridge Investment Research Advisors first reported a position in BRY in Q2 2024 and held it in 3 quarters. The position peaked at $86K in Q3 2024. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Berry Corp position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,687 Berry Corp shares in Q2 2025, an estimated $34K.
  • Cambridge Investment Research Advisors first reported a position in Berry Corp in Q2 2024 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Berry Corp position peaked at $86K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.