Cerity Partners
BRY

Cerity Partners’s Berry Corp BRY Stock Holding History

Cerity Partners’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
-33,212
Closed -$126K – 2891
2025
Q3 		$126K Buy
33,212
+20,636
+164% +$66.9K ﹤0.01% 2594
2025
Q2 		$34.8K Sell
12,576
-10,021
-44% -$26.8K ﹤0.01% 2574
2025
Q1 		$72.5K Buy
+22,597
New +$92.7K ﹤0.01% 2362

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cerity Partners's BRY Position: Q4 2025 in Review

Cerity Partners sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 33,212 shares — an estimated $126K sold.

Cerity Partners first reported a position in BRY in Q1 2025 and held it in 3 quarters. The position peaked at $126K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Cerity Partners reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 33,212 Berry Corp shares in Q4 2025, an estimated $126K.
  • Cerity Partners first reported a position in Berry Corp in Q1 2025 and held it in 3 quarters.
  • Cerity Partners's Berry Corp position peaked at $126K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.