FFA
BRY

Farther Finance Advisors’s Berry Corp BRY Stock Holding History

Farther Finance 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
Q4 		– Sell
-8,292
Closed -$31.3K – 5475
2025
Q3 		$31.3K Buy
8,292
+7,495
+940% +$24.3K ﹤0.01% 2741
2025
Q2 		$2.21K Buy
797
+332
+71% +$887 ﹤0.01% 3665
2025
Q1 		$1.48K Hold
465
– – ﹤0.01% 3494
2024
Q4 		$1.92K Sell
465
-460
-50% -$2.12K ﹤0.01% 3014
2024
Q3 		$4.71K Buy
925
+407
+79% +$2.49K ﹤0.01% 2671
2024
Q2 		$3.34K Sell
518
-29
-5% -$216 ﹤0.01% 2577
2024
Q1 		$4.42K Sell
547
-49
-8% -$342 ﹤0.01% 2129
2023
Q4 		$4.19K Buy
596
+141
+31% +$1.06K ﹤0.01% 2059
2023
Q3 		$3.73K Buy
455
+5
+1% +$40 ﹤0.01% 1623
2023
Q2 		$3.1K Hold
450
– – ﹤0.01% 1601
2023
Q1 		$3.53K Hold
450
– – ﹤0.01% 1440
2022
Q4 		$3.6K Buy
+450
New +$3.85K ﹤0.01% 1275

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

Farther Finance Advisors's BRY Position: Q4 2025 in Review

Farther Finance Advisors sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 8,292 shares — an estimated $31.3K sold.

Farther Finance Advisors first reported a position in BRY in Q4 2022 and held it in 12 quarters. The position peaked at $31.3K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Farther Finance Advisors reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 8,292 Berry Corp shares in Q4 2025, an estimated $31.3K.
  • Farther Finance Advisors first reported a position in Berry Corp in Q4 2022 and held it in 12 quarters.
  • Farther Finance Advisors's Berry Corp position peaked at $31.3K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.