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JFS Wealth Advisors’s Baker Hughes BKR Stock Holding History

JFS Wealth Advisors’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 		$33K Sell
595
-105
-15% -$6.64K ﹤0.01% 632
2026
Q1 		$42.7K Sell
700
-111
-14% -$6.42K ﹤0.01% 557
2025
Q4 		$36.9K Buy
811
+252
+45% +$11.9K ﹤0.01% 601
2025
Q3 		$27.2K Sell
559
-11
-2% -$485 ﹤0.01% 633
2025
Q2 		$21.9K Sell
570
-85
-13% -$3.21K ﹤0.01% 640
2025
Q1 		$28.8K Sell
655
-15
-2% -$669 ﹤0.01% 583
2024
Q4 		$27.5K Buy
670
+386
+136% +$15.6K ﹤0.01% 571
2024
Q3 		$10.3K Buy
284
+4
+1% +$141 ﹤0.01% 842
2024
Q2 		$9.85K Sell
280
-8
-3% -$262 ﹤0.01% 804
2024
Q1 		$9.65K Sell
288
-61
-17% -$1.88K ﹤0.01% 824
2023
Q4 		$11.9K Buy
349
+22
+7% +$750 ﹤0.01% 723
2023
Q3 		$11.6K Buy
327
+64
+24% +$2.27K ﹤0.01% 685
2023
Q2 		$8.31K Sell
263
-34
-11% -$991 ﹤0.01% 791
2023
Q1 		$8.57K Buy
297
+80
+37% +$2.42K ﹤0.01% 769
2022
Q4 		$6.41K Buy
217
+94
+76% +$2.59K ﹤0.01% 891
2022
Q3 		$3K Sell
123
-246
-67% -$6.16K ﹤0.01% 1147
2022
Q2 		$11K Buy
369
+139
+60% +$4.7K ﹤0.01% 731
2022
Q1 		$8K Buy
230
+148
+180% +$4.49K ﹤0.01% 850
2021
Q4 		$2K Buy
+82
New +$2.02K ﹤0.01% 1035
2018
Q1 		– Sell
-200
Closed -$6K – 527
2017
Q4 		$6K Hold
200
– – ﹤0.01% 407
2017
Q3 		$7K Buy
+200
New +$7.1K ﹤0.01% 379

Other funds holding BKR

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JFS Wealth Advisors's BKR Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Baker Hughes (BKR) stake by 15% in Q2 2026, selling an estimated $6.64K and leaving 595 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

JFS Wealth Advisors first reported a position in BKR in Q3 2017 and has held it in 21 quarters since. The position peaked at $42.7K in Q1 2026. 255 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • JFS Wealth Advisors held 595 shares of Baker Hughes worth $33K as of Q2 2026.
  • JFS Wealth Advisors sold 105 Baker Hughes shares in Q2 2026, an estimated $6.64K.
  • Baker Hughes made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #632 holding.
  • JFS Wealth Advisors first reported a position in Baker Hughes in Q3 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Baker Hughes position peaked at $42.7K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.