LPL Financial’s Barnwell Industries BRN Stock Holding History

LPL Financial’s Portfolio BRN Stock Details BRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2K	Hold	16,000	–	–	﹤0.01%	6140
2026 Q1	$17.3K	Hold	16,000	–	–	﹤0.01%	5887
2025 Q4	$17.8K	Sell	16,000 -198	-1%	-$235	﹤0.01%	5816
2025 Q3	$21.1K	Hold	16,198	–	–	﹤0.01%	5738
2025 Q2	$18.3K	Hold	16,198	–	–	﹤0.01%	5482
2025 Q1	$26.2K	Buy	16,198 +2,000	+14%	+$3.35K	﹤0.01%	5227
2024 Q4	$21.4K	Buy	14,198 +4,000	+39%	+$7.29K	﹤0.01%	5193
2024 Q3	$23K	Hold	10,198	–	–	﹤0.01%	5067
2024 Q2	$24K	Buy	10,198 +198	+2%	+$531	﹤0.01%	4921
2024 Q1	$23.6K	Hold	10,000	–	–	﹤0.01%	4833
2023 Q4	$24.3K	Hold	10,000	–	–	﹤0.01%	4723
2023 Q3	$26.4K	Hold	10,000	–	–	﹤0.01%	4584
2023 Q2	$25.5K	Hold	10,000	–	–	﹤0.01%	4493
2023 Q1	$22K	Buy	+10,000	New	+$24.8K	﹤0.01%	4398

Other funds holding BRN

JIM

JCP Investment Management Houston, Texas $187M AUM 38.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AWP

Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's BRN Position: Q2 2026 in Review

LPL Financial held its Barnwell Industries (BRN) position steady in Q2 2026 at 16,000 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6140.

LPL Financial first reported a position in BRN in Q1 2023 and has held it in 14 quarters since. The position peaked at $26.4K in Q3 2023. 21 funds tracked by Wall St. Rank hold BRN as of Q2 2026.

LPL Financial held 16,000 shares of Barnwell Industries worth $16.2K as of Q2 2026.
LPL Financial left its Barnwell Industries share count unchanged in Q2 2026.
Barnwell Industries made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6140 holding.
LPL Financial first reported a position in Barnwell Industries in Q1 2023 and has held it in 14 quarters since.
LPL Financial's Barnwell Industries position peaked at $26.4K in Q3 2023.
21 funds tracked by Wall St. Rank held Barnwell Industries as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.