Creative Planning’s Berry Corp BRY Stock Holding History

Creative Planning’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	-16,876	Closed	-$63.8K	–	3926
2025 Q3	$63.8K	Buy	+16,876	New	+$54.7K	﹤0.01%	3736
2025 Q2	–	Sell	-14,504	Closed	-$46.6K	–	3694
2025 Q1	$46.6K	Sell	14,504 -115,307	-89%	-$473K	﹤0.01%	3354
2024 Q4	$536K	Buy	129,811 +19,479	+18%	+$89.9K	﹤0.01%	2151
2024 Q3	$567K	Buy	110,332 +69,435	+170%	+$424K	﹤0.01%	1984
2024 Q2	$264K	Buy	40,897 +2,879	+8%	+$21.4K	﹤0.01%	2465
2024 Q1	$306K	Buy	38,018 +14,071	+59%	+$98.3K	﹤0.01%	2239
2023 Q4	$168K	Buy	+23,947	New	+$179K	﹤0.01%	2482

Other funds holding BRY

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

Creative Planning's BRY Position: Q4 2025 in Review

Creative Planning sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 16,876 shares — an estimated $63.8K sold.

Creative Planning first reported a position in BRY in Q4 2023 and held it in 7 quarters. The position peaked at $567K in Q3 2024. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Creative Planning reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 16,876 Berry Corp shares in Q4 2025, an estimated $63.8K.
Creative Planning first reported a position in Berry Corp in Q4 2023 and held it in 7 quarters.
Creative Planning's Berry Corp position peaked at $567K in Q3 2024.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.