FFO
BRY

Fortitude Family Office’s Berry Corp BRY Stock Holding History

Fortitude Family Office’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 		– Sell
-1,101
Closed -$3.53K – 2038
2025
Q1 		$3.53K Hold
1,101
– – ﹤0.01% 815
2024
Q4 		$4.55K Buy
+1,101
New +$5.08K ﹤0.01% 871
2024
Q2 		– Sell
-256
Closed -$2.06K – 977
2024
Q1 		$2.06K Sell
256
-176
-41% -$1.23K ﹤0.01% 815
2023
Q4 		$3.04K Buy
+432
New +$3.24K ﹤0.01% 814

Other funds holding BRY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Fortitude Family Office's BRY Position: Q2 2025 in Review

Fortitude Family Office sold out of Berry Corp (BRY) in Q2 2025, closing a stake of 1,101 shares — an estimated $3.53K sold.

Fortitude Family Office first reported a position in BRY in Q4 2023 and held it in 4 quarters. The position peaked at $4.55K in Q4 2024. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

  • Fortitude Family Office reported no remaining Berry Corp position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,101 Berry Corp shares in Q2 2025, an estimated $3.53K.
  • Fortitude Family Office first reported a position in Berry Corp in Q4 2023 and held it in 4 quarters.
  • Fortitude Family Office's Berry Corp position peaked at $4.55K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.