JF
BKR icon

Joule Financial’s Baker Hughes BKR Stock Holding History

Joule Financial’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 		$586K Sell
10,562
-294
-3% -$18.6K 0.16% 56
2026
Q1 		$663K Sell
10,856
-5,585
-34% -$323K 0.19% 53
2025
Q4 		$749K Sell
16,441
-558
-3% -$26.5K 0.22% 47
2025
Q3 		$828K Buy
+16,999
New +$750K 0.25% 47

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

Joule Financial's BKR Position: Q2 2026 in Review

Joule Financial reduced its Baker Hughes (BKR) stake by 2.7% in Q2 2026, selling an estimated $18.6K and leaving 10,562 shares worth $586K. The position accounts for 0.16% of the portfolio, ranked #56.

Joule Financial first reported a position in BKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $828K in Q3 2025. 277 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Joule Financial held 10,562 shares of Baker Hughes worth $586K as of Q2 2026.
  • Joule Financial sold 294 Baker Hughes shares in Q2 2026, an estimated $18.6K.
  • Baker Hughes made up 0.16% of Joule Financial's portfolio in Q2 2026, its #56 holding.
  • Joule Financial first reported a position in Baker Hughes in Q3 2025 and has held it in 4 quarters since.
  • Joule Financial's Baker Hughes position peaked at $828K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.