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Independent Advisor Alliance’s Baker Hughes BKR Stock Holding History

Independent Advisor Alliance’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 		$2.46M Buy
44,307
+11,176
+34% +$707K 0.06% 237
2026
Q1 		$2.02M Buy
33,131
+27,339
+472% +$1.58M 0.02% 557
2025
Q4 		$264K Buy
5,792
+312
+6% +$14.8K 0.01% 835
2025
Q3 		$267K Buy
+5,480
New +$242K 0.01% 801
2025
Q2 		– Sell
-5,166
Closed -$227K – 898
2025
Q1 		$227K Sell
5,166
-637
-11% -$28.4K 0.01% 737
2024
Q4 		$238K Buy
+5,803
New +$234K ﹤0.01% 1234

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independent Advisor Alliance's BKR Position: Q2 2026 in Review

Independent Advisor Alliance increased its Baker Hughes (BKR) stake by 34% in Q2 2026, buying an estimated $707K and bringing the position to 44,307 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #237.

Independent Advisor Alliance first reported a position in BKR in Q4 2024 and has held it in 6 quarters since. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Independent Advisor Alliance held 44,307 shares of Baker Hughes worth $2.46M as of Q2 2026.
  • Independent Advisor Alliance bought 11,176 Baker Hughes shares in Q2 2026, an estimated $707K.
  • Baker Hughes made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #237 holding.
  • Independent Advisor Alliance first reported a position in Baker Hughes in Q4 2024 and has held it in 6 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.