CIAS
BRY

CBIZ Investment Advisory Services’s Berry Corp BRY Stock Holding History

CBIZ Investment Advisory Services’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
-2
Closed -$6 – 745
2025
Q1 		$6 Hold
2
– – ﹤0.01% 618
2024
Q4 		$8 Hold
2
– – ﹤0.01% 475
2024
Q3 		$10 Hold
2
– – ﹤0.01% 403
2024
Q2 		$13 Hold
2
– – ﹤0.01% 400
2024
Q1 		$16 Buy
+2
New +$14 ﹤0.01% 356

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

CBIZ Investment Advisory Services's BRY Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of Berry Corp (BRY) in Q2 2025, closing a stake of 2 shares — an estimated $6 sold.

CBIZ Investment Advisory Services first reported a position in BRY in Q1 2024 and held it in 5 quarters. The position peaked at $16 in Q1 2024. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining Berry Corp position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 2 Berry Corp shares in Q2 2025, an estimated $6.
  • CBIZ Investment Advisory Services first reported a position in Berry Corp in Q1 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Berry Corp position peaked at $16 in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.