CAPTRUST Financial Advisors’s Baker Hughes BKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.1M Buy
34,328
+2,523
+8% +$146K ﹤0.01% 1196
2025
Q4
$1.45M Buy
31,805
+3,356
+12% +$159K ﹤0.01% 1276
2025
Q3
$1.39M Sell
28,449
-5,854
-17% -$258K ﹤0.01% 1238
2025
Q2
$1.32M Sell
34,303
-9,772
-22% -$369K ﹤0.01% 1197
2025
Q1
$1.94M Buy
44,075
+2,921
+7% +$130K ﹤0.01% 924
2024
Q4
$1.69M Buy
41,154
+6,629
+19% +$267K ﹤0.01% 957
2024
Q3
$1.25M Sell
34,525
-2,057
-6% -$72.3K ﹤0.01% 1064
2024
Q2
$1.29M Buy
36,582
+2,639
+8% +$86.6K ﹤0.01% 1013
2024
Q1
$1.14M Sell
33,943
-45,096
-57% -$1.39M ﹤0.01% 1060
2023
Q4
$2.7M Buy
79,039
+22,167
+39% +$756K 0.01% 781
2023
Q3
$2.01M Buy
56,872
+18,787
+49% +$665K 0.01% 854
2023
Q2
$1.2M Buy
38,085
+10,847
+40% +$316K ﹤0.01% 1098
2023
Q1
$786K Sell
27,238
-1,594
-6% -$48.2K ﹤0.01% 1156
2022
Q4
$851K Sell
28,832
-5,247
-15% -$145K ﹤0.01% 1059
2022
Q3
$714K Sell
34,079
-32,541
-49% -$815K ﹤0.01% 1086
2022
Q2
$1.92M Buy
66,620
+7,004
+12% +$237K 0.01% 606
2022
Q1
$2.17M Buy
59,616
+12,756
+27% +$387K 0.01% 576
2021
Q4
$1.13M Buy
46,860
+12,459
+36% +$308K 0.01% 770
2021
Q3
$851K Buy
34,401
+12,740
+59% +$284K 0.01% 817
2021
Q2
$495K Buy
21,661
+473
+2% +$10.9K ﹤0.01% 999
2021
Q1
$458K Buy
21,188
+19,705
+1,329% +$449K 0.01% 994
2020
Q4
$31K Sell
1,483
-3,090
-68% -$54.3K ﹤0.01% 2048
2020
Q3
$58K Buy
4,573
+3,960
+646% +$60.6K ﹤0.01% 1577
2020
Q2
$9K Buy
+613
New +$8.96K ﹤0.01% 2207
2019
Q4
Sell
-50
Closed -$1K 1095
2019
Q3
$1K Hold
50
﹤0.01% 1847
2019
Q2
$1K Hold
50
﹤0.01% 1851
2019
Q1
$1K Hold
50
﹤0.01% 1730
2018
Q4
$1K Hold
50
﹤0.01% 1531
2018
Q3
$2K Buy
+50
New +$1.65K ﹤0.01% 1464
2018
Q2
Sell
-89
Closed -$2K 1512
2018
Q1
$2K Sell
89
-711
-89% -$21.7K ﹤0.01% 1229
2017
Q4
$25K Buy
+800
New +$25.7K ﹤0.01% 727

Other funds holding BKR

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

CAPTRUST Financial Advisors increased its Baker Hughes (BKR) stake by 7.9% in Q1 2026, buying an estimated $146K and bringing the position to 34,328 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

CAPTRUST Financial Advisors first reported a position in BKR in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.7M in Q4 2023. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • CAPTRUST Financial Advisors held 34,328 shares of Baker Hughes worth $2.1M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,523 Baker Hughes shares in Q1 2026, an estimated $146K.
  • Baker Hughes made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1196 holding.
  • CAPTRUST Financial Advisors first reported a position in Baker Hughes in Q4 2017 and has held it in 31 quarters since.
  • CAPTRUST Financial Advisors's Baker Hughes position peaked at $2.7M in Q4 2023.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

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