Janney Montgomery Scott’s Berry Corp BRY Stock Holding History

Janney Montgomery Scott’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	-35,000	Closed	-$132K	–	2923
2025 Q3	$132K	Hold	35,000	–	–	﹤0.01%	2787
2025 Q2	$97K	Hold	35,000	–	–	﹤0.01%	2648
2025 Q1	$112K	Sell	35,000 -20,000	-36%	-$82K	﹤0.01%	2601
2024 Q4	$227K	Hold	55,000	–	–	﹤0.01%	2486
2024 Q3	$283K	Buy	+55,000	New	+$336K	﹤0.01%	2323
2023 Q4	–	Sell	-52,824	Closed	-$433K	–	2643
2023 Q3	$433K	Buy	52,824 +452	+0.9%	+$3.62K	﹤0.01%	1877
2023 Q2	$360K	Buy	52,372 +5,983	+13%	+$43.1K	﹤0.01%	2110
2023 Q1	$364K	Buy	+46,389	New	+$402K	﹤0.01%	1931

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

Janney Montgomery Scott's BRY Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 35,000 shares — an estimated $132K sold.

Janney Montgomery Scott first reported a position in BRY in Q1 2023 and held it in 8 quarters. The position peaked at $433K in Q3 2023. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Janney Montgomery Scott reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Janney Montgomery Scott sold 35,000 Berry Corp shares in Q4 2025, an estimated $132K.
Janney Montgomery Scott first reported a position in Berry Corp in Q1 2023 and held it in 8 quarters.
Janney Montgomery Scott's Berry Corp position peaked at $433K in Q3 2023.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.