EP
BRY

Essential Partners’s Berry Corp BRY Stock Holding History

Essential 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
-1,907
Closed -$7.21K – 2794
2025
Q3 		$7.21K Buy
1,907
+417
+28% +$1.35K ﹤0.01% 1285
2025
Q2 		$4.13K Buy
+1,490
New +$3.98K ﹤0.01% 1109

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

Essential Partners's BRY Position: Q4 2025 in Review

Essential Partners sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 1,907 shares — an estimated $7.21K sold.

Essential Partners first reported a position in BRY in Q2 2025 and held it in 2 quarters. The position peaked at $7.21K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Essential Partners reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 1,907 Berry Corp shares in Q4 2025, an estimated $7.21K.
  • Essential Partners first reported a position in Berry Corp in Q2 2025 and held it in 2 quarters.
  • Essential Partners's Berry Corp position peaked at $7.21K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.