Corient Private Wealth
BRY

Corient Private Wealth’s Berry Corp BRY Stock Holding History

Corient Private Wealth’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
-24,619
Closed -$93.1K – 2733
2025
Q3 		$93.1K Buy
24,619
+14
+0.1% +$45 ﹤0.01% 2457
2025
Q2 		$68.2K Buy
+24,605
New +$65.7K ﹤0.01% 2367

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Corient Private Wealth's BRY Position: Q4 2025 in Review

Corient Private Wealth sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 24,619 shares — an estimated $93.1K sold.

Corient Private Wealth first reported a position in BRY in Q2 2025 and held it in 2 quarters. The position peaked at $93.1K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Corient Private Wealth reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 24,619 Berry Corp shares in Q4 2025, an estimated $93.1K.
  • Corient Private Wealth first reported a position in Berry Corp in Q2 2025 and held it in 2 quarters.
  • Corient Private Wealth's Berry Corp position peaked at $93.1K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.