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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
Q2 		$30.1K Buy
543
+318
+141% +$20.1K ﹤0.01% 499
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

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kelleher Financial Advisors's BKR Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Baker Hughes (BKR) stake by 141% in Q2 2026, buying an estimated $20.1K and bringing the position to 543 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Kelleher Financial Advisors first reported a position in BKR in Q3 2025 and has held it in 4 quarters since. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Kelleher Financial Advisors held 543 shares of Baker Hughes worth $30.1K as of Q2 2026.
  • Kelleher Financial Advisors bought 318 Baker Hughes shares in Q2 2026, an estimated $20.1K.
  • Baker Hughes made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #499 holding.
  • Kelleher Financial Advisors first reported a position in Baker Hughes in Q3 2025 and has held it in 4 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.