CIA
BKR icon

Concurrent Investment Advisors’s Baker Hughes BKR Stock Holding History

Concurrent Investment Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Buy
54,901
+436
+0.8% +$27.6K 0.03% 583
2026
Q1 		$3.33M Sell
54,465
-68,643
-56% -$3.97M 0.04% 462
2025
Q4 		$5.61M Buy
123,108
+59,670
+94% +$2.83M 0.06% 303
2025
Q3 		$3.09M Buy
63,438
+28,606
+82% +$1.26M 0.05% 348
2025
Q2 		$1.34M Buy
34,832
+27,935
+405% +$1.05M 0.03% 526
2025
Q1 		$303K Buy
+6,897
New +$308K 0.01% 922

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concurrent Investment Advisors's BKR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Baker Hughes (BKR) stake by 0.8% in Q2 2026, buying an estimated $27.6K and bringing the position to 54,901 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #583.

Concurrent Investment Advisors first reported a position in BKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.61M in Q4 2025. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Concurrent Investment Advisors held 54,901 shares of Baker Hughes worth $3.05M as of Q2 2026.
  • Concurrent Investment Advisors bought 436 Baker Hughes shares in Q2 2026, an estimated $27.6K.
  • Baker Hughes made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #583 holding.
  • Concurrent Investment Advisors first reported a position in Baker Hughes in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Baker Hughes position peaked at $5.61M in Q4 2025.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.