Johnson Financial Group Inc (Wisconsin)’s Baker Hughes BKR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-19,044	Closed	-$1.16M	–	833
2026 Q1	$1.16M	Sell	19,044 -1,204	-6%	-$69.6K	0.04%	159
2025 Q4	$922K	Sell	20,248 -2,152	-10%	-$102K	0.03%	172
2025 Q3	$1.09M	Buy	22,400 +3,400	+18%	+$150K	0.04%	172
2025 Q2	$728K	Buy	19,000 +5,000	+36%	+$189K	0.03%	181
2025 Q1	$615K	Hold	14,000	–	–	0.03%	201
2024 Q4	$647K	Hold	14,000	–	–	0.03%	188
2024 Q3	$506K	Buy	14,000 +2,000	+17%	+$70.3K	0.02%	228
2024 Q2	$422K	Sell	12,000 -6,000	-33%	-$197K	0.02%	229
2024 Q1	$603K	Buy	18,000 +2,995	+20%	+$92.4K	0.03%	168
2023 Q4	$513K	Buy	15,005 +5,005	+50%	+$171K	0.03%	181
2023 Q3	$353K	Buy	+10,000	New	+$354K	0.02%	200
2023 Q1	–	Sell	-64	Closed	-$1.89K	–	625
2022 Q4	$1.89K	Hold	64	–	–	﹤0.01%	576
2022 Q3	$1K	Buy	+64	New	+$1.6K	﹤0.01%	601
2021 Q1	–	Sell	-2,511	Closed	-$52K	–	642
2020 Q4	$52K	Buy	+2,511	New	+$44.1K	﹤0.01%	326

Other funds holding BKR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BKR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 19,044 shares — an estimated $1.16M sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BKR in Q4 2020 and held it in 14 quarters. The position peaked at $1.16M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 19,044 Baker Hughes shares in Q2 2026, an estimated $1.16M.
Johnson Financial Group Inc (Wisconsin) first reported a position in Baker Hughes in Q4 2020 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s Baker Hughes position peaked at $1.16M in Q1 2026.
1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.