CG
BRY

Caprock Group’s Berry Corp BRY Stock Holding History

Caprock Group’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
Q4 		– Sell
-20,669
Closed -$69K – 1209
2025
Q3 		$69K Buy
+20,669
New +$67K ﹤0.01% 1103
2025
Q1 		$66.3K Buy
20,475
+3,559
+21% +$14.6K ﹤0.01% 1048
2024
Q4 		$69.9K Buy
+16,916
New +$78.1K ﹤0.01% 972

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return