Lindbrook Capital’s Berry Corp BRY Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-548	Closed	-$2.26K	–	2799
2024 Q4	$2.26K	Buy	548 +8	+1%	+$37	﹤0.01%	2275
2024 Q3	$2.78K	Buy	540 +390	+260%	+$2.38K	﹤0.01%	2245
2024 Q2	$969	Sell	150 -216	-59%	-$1.61K	﹤0.01%	2494
2024 Q1	$2.95K	Buy	366 +225	+160%	+$1.57K	﹤0.01%	2108
2023 Q4	$991	Sell	141 -216	-61%	-$1.62K	﹤0.01%	2467
2023 Q3	$2.93K	Buy	357 +98	+38%	+$785	﹤0.01%	1988
2023 Q2	$1.78K	Sell	259 -14	-5%	-$101	﹤0.01%	2190
2023 Q1	$2.14K	Buy	273 +132	+94%	+$1.14K	﹤0.01%	2216
2022 Q4	$1.13K	Hold	141	–	–	﹤0.01%	2441
2022 Q3	$1K	Buy	141 +41	+41%	+$347	﹤0.01%	2254
2022 Q2	$1K	Buy	+100	New	+$1.06K	﹤0.01%	2165

Other funds holding BRY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SDIC

South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

Lindbrook Capital's BRY Position: Q1 2025 in Review

Lindbrook Capital sold out of Berry Corp (BRY) in Q1 2025, closing a stake of 548 shares — an estimated $2.26K sold.

Lindbrook Capital first reported a position in BRY in Q2 2022 and held it in 11 quarters. The position peaked at $2.95K in Q1 2024. 184 funds tracked by Wall St. Rank hold BRY as of Q1 2025.

Lindbrook Capital reported no remaining Berry Corp position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 548 Berry Corp shares in Q1 2025, an estimated $2.26K.
Lindbrook Capital first reported a position in Berry Corp in Q2 2022 and held it in 11 quarters.
Lindbrook Capital's Berry Corp position peaked at $2.95K in Q1 2024.
184 funds tracked by Wall St. Rank held Berry Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.