Mackenzie Financial
BRY

Mackenzie Financial’s Berry Corp BRY Stock Holding History

Mackenzie 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
-424,169
Closed -$1.17M – 1716
2025
Q2 		$1.17M Buy
424,169
+266,941
+170% +$713K ﹤0.01% 975
2025
Q1 		$505K Buy
157,228
+22,323
+17% +$91.6K ﹤0.01% 1196
2024
Q4 		$557K Buy
134,905
+115,594
+599% +$534K ﹤0.01% 1124
2024
Q3 		$99.3K Hold
19,311
– – ﹤0.01% 1485
2024
Q2 		$125K Buy
19,311
+4,343
+29% +$32.3K ﹤0.01% 1410
2024
Q1 		$120K Hold
14,968
– – ﹤0.01% 1408
2023
Q4 		$105K Sell
14,968
-2,276
-13% -$17.1K ﹤0.01% 1403
2023
Q3 		$136K Buy
17,244
+7,022
+69% +$56.3K ﹤0.01% 1320
2023
Q2 		$71.8K Hold
10,222
– – ﹤0.01% 1431
2023
Q1 		$80.2K Sell
10,222
-6,046
-37% -$52.4K ﹤0.01% 1413
2022
Q4 		$130K Buy
+16,268
New +$139K ﹤0.01% 1299

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

Mackenzie Financial's BRY Position: Q3 2025 in Review

Mackenzie Financial sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 424,169 shares — an estimated $1.17M sold.

Mackenzie Financial first reported a position in BRY in Q4 2022 and held it in 11 quarters. The position peaked at $1.17M in Q2 2025. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

  • Mackenzie Financial reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 424,169 Berry Corp shares in Q3 2025, an estimated $1.17M.
  • Mackenzie Financial first reported a position in Berry Corp in Q4 2022 and held it in 11 quarters.
  • Mackenzie Financial's Berry Corp position peaked at $1.17M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

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