EWA
BRY

EP Wealth Advisors’s Berry Corp BRY Stock Holding History

EP Wealth Advisors’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 		$38.1K Sell
13,766
-13,526
-50% -$36.1K ﹤0.01% 1410
2025
Q1 		$87.6K Buy
27,292
+9,154
+50% +$37.5K ﹤0.01% 1258
2024
Q4 		$74.9K Sell
18,138
-2,498
-12% -$11.5K ﹤0.01% 1218
2024
Q3 		$106K Buy
+20,636
New +$126K ﹤0.01% 1136

Other funds holding BRY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

EP Wealth Advisors's BRY Position: Q2 2025 in Review

EP Wealth Advisors reduced its Berry Corp (BRY) stake by 50% in Q2 2025, selling an estimated $36.1K and leaving 13,766 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

EP Wealth Advisors first reported a position in BRY in Q3 2024 and has held it in 4 quarters since. The position peaked at $106K in Q3 2024. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

  • EP Wealth Advisors held 13,766 shares of Berry Corp worth $38.1K as of Q2 2025.
  • EP Wealth Advisors sold 13,526 Berry Corp shares in Q2 2025, an estimated $36.1K.
  • Berry Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1410 holding.
  • EP Wealth Advisors first reported a position in Berry Corp in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Berry Corp position peaked at $106K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.