LPL Financial
BRY

LPL Financial’s Berry Corp BRY Stock Holding History

LPL Financial’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
Q3 		– Sell
-218,278
Closed -$605K – 5831
2025
Q2 		$605K Buy
+218,278
New +$583K ﹤0.01% 4221
2024
Q2 		– Sell
-19,842
Closed -$160K – 5031
2024
Q1 		$160K Sell
19,842
-345,834
-95% -$2.42M ﹤0.01% 4555
2023
Q4 		$2.57M Sell
365,676
-35,144
-9% -$263K ﹤0.01% 2199
2023
Q3 		$3.29M Buy
400,820
+385,124
+2,454% +$3.09M ﹤0.01% 1882
2023
Q2 		$108K Buy
15,696
+817
+5% +$5.89K ﹤0.01% 4307
2023
Q1 		$117K Buy
+14,879
New +$129K ﹤0.01% 4176

Other funds holding BRY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's BRY Position: Q3 2025 in Review

LPL Financial sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 218,278 shares — an estimated $605K sold.

LPL Financial first reported a position in BRY in Q1 2023 and held it in 6 quarters. The position peaked at $3.29M in Q3 2023. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

  • LPL Financial reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 218,278 Berry Corp shares in Q3 2025, an estimated $605K.
  • LPL Financial first reported a position in Berry Corp in Q1 2023 and held it in 6 quarters.
  • LPL Financial's Berry Corp position peaked at $3.29M in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.