Jones Financial Companies
BRY

Jones Financial Companies’s Berry Corp BRY Stock Holding History

Jones Financial Companies’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
-12,505
Closed -$50.1K – 4423
2025
Q3 		$50.1K Sell
12,505
-4,495
-26% -$14.6K ﹤0.01% 2379
2025
Q2 		$48.3K Buy
17,000
+16,000
+1,600% +$42.8K ﹤0.01% 2241
2025
Q1 		$3.17K Buy
+1,000
New +$4.1K ﹤0.01% 3119

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jones Financial Companies's BRY Position: Q4 2025 in Review

Jones Financial Companies sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 12,505 shares — an estimated $50.1K sold.

Jones Financial Companies first reported a position in BRY in Q1 2025 and held it in 3 quarters. The position peaked at $50.1K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Jones Financial Companies reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 12,505 Berry Corp shares in Q4 2025, an estimated $50.1K.
  • Jones Financial Companies first reported a position in Berry Corp in Q1 2025 and held it in 3 quarters.
  • Jones Financial Companies's Berry Corp position peaked at $50.1K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.