Harbor Capital Advisors’s Berry Corp BRY Stock Holding History

Harbor Capital 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	-90,497	Closed	-$342K	–	1328
2025 Q3	$342K	Sell	90,497 -62,154	-41%	-$201K	0.03%	556
2025 Q2	$423K	Buy	152,651 +151,204	+10,449%	+$404K	0.02%	546
2025 Q1	$5K	Buy	+1,447	New	+$5.93K	﹤0.01%	1172
2024 Q4	–	Sell	-170,138	Closed	-$875K	–	1324
2024 Q3	$875K	Sell	170,138 -20,406	-11%	-$125K	0.04%	478
2024 Q2	$1.23M	Buy	190,544 +132,568	+229%	+$987K	0.09%	299
2024 Q1	$467K	Buy	+57,976	New	+$405K	0.06%	418

Other funds holding BRY

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

Harbor Capital Advisors's BRY Position: Q4 2025 in Review

Harbor Capital Advisors sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 90,497 shares — an estimated $342K sold.

Harbor Capital Advisors first reported a position in BRY in Q1 2024 and held it in 6 quarters. The position peaked at $1.23M in Q2 2024. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Harbor Capital Advisors reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Harbor Capital Advisors sold 90,497 Berry Corp shares in Q4 2025, an estimated $342K.
Harbor Capital Advisors first reported a position in Berry Corp in Q1 2024 and held it in 6 quarters.
Harbor Capital Advisors's Berry Corp position peaked at $1.23M in Q2 2024.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Harbor Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.