Kestra Advisory Services’s Berry Corp BRY Stock Holding History

Kestra Advisory Services’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	-21,464	Closed	-$81.1K	–	4544
2025 Q3	$81.1K	Buy	21,464 +198	+0.9%	+$642	﹤0.01%	2830
2025 Q2	$58.9K	Buy	+21,266	New	+$56.8K	﹤0.01%	2763

Other funds holding BRY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kestra Advisory Services's BRY Position: Q4 2025 in Review

Kestra Advisory Services sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 21,464 shares — an estimated $81.1K sold.

Kestra Advisory Services first reported a position in BRY in Q2 2025 and held it in 2 quarters. The position peaked at $81.1K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Kestra Advisory Services reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Kestra Advisory Services sold 21,464 Berry Corp shares in Q4 2025, an estimated $81.1K.
Kestra Advisory Services first reported a position in Berry Corp in Q2 2025 and held it in 2 quarters.
Kestra Advisory Services's Berry Corp position peaked at $81.1K in Q3 2025.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.