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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Baker Hughes BKR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$12.2K – 547
2026
Q1 		$12.2K Hold
200
– – ﹤0.01% 387
2025
Q4 		$9.11K Buy
+200
New +$9.48K ﹤0.01% 417
2024
Q2 		– Sell
-4,967
Closed -$166K – 364
2024
Q1 		$166K Buy
+4,967
New +$153K 0.11% 105

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Bank of New York Mellon
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Victory Capital Management
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PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BKR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 200 shares — an estimated $12.2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BKR in Q1 2024 and held it in 3 quarters. The position peaked at $166K in Q1 2024. 617 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 200 Baker Hughes shares in Q2 2026, an estimated $12.2K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Baker Hughes in Q1 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Baker Hughes position peaked at $166K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.