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Kelleher Financial Advisors’s Baker Hughes BKR Stock Holding History

Kelleher Financial 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
Q1 		$13.7K Hold
225
– – ﹤0.01% 511
2025
Q4 		$10.2K Hold
225
– – ﹤0.01% 573
2025
Q3 		$11K Buy
+225
New +$9.93K ﹤0.01% 489

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kelleher Financial Advisors's BKR Position: Q1 2026 in Review

Kelleher Financial Advisors held its Baker Hughes (BKR) position steady in Q1 2026 at 225 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Kelleher Financial Advisors first reported a position in BKR in Q3 2025 and has held it in 3 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Kelleher Financial Advisors held 225 shares of Baker Hughes worth $13.7K as of Q1 2026.
  • Kelleher Financial Advisors left its Baker Hughes share count unchanged in Q1 2026.
  • Baker Hughes made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #511 holding.
  • Kelleher Financial Advisors first reported a position in Baker Hughes in Q3 2025 and has held it in 3 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.