Massachusetts Financial Services
BRY

Massachusetts Financial Services’s Berry Corp BRY Stock Holding History

Massachusetts Financial 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
Q3 		– Sell
-391,425
Closed -$1.08M – 868
2025
Q2 		$1.08M Buy
391,425
+4,836
+1% +$12.9K ﹤0.01% 806
2025
Q1 		$1.24M Sell
386,589
-8,807
-2% -$36.1K ﹤0.01% 793
2024
Q4 		$1.63M Buy
395,396
+37,671
+11% +$174K ﹤0.01% 779
2024
Q3 		$1.84M Buy
357,725
+91,642
+34% +$560K ﹤0.01% 745
2024
Q2 		$1.72M Buy
+266,083
New +$1.98M ﹤0.01% 757

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

Massachusetts Financial Services's BRY Position: Q3 2025 in Review

Massachusetts Financial Services sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 391,425 shares — an estimated $1.08M sold.

Massachusetts Financial Services first reported a position in BRY in Q2 2024 and held it in 5 quarters. The position peaked at $1.84M in Q3 2024. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

  • Massachusetts Financial Services reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 391,425 Berry Corp shares in Q3 2025, an estimated $1.08M.
  • Massachusetts Financial Services first reported a position in Berry Corp in Q2 2024 and held it in 5 quarters.
  • Massachusetts Financial Services's Berry Corp position peaked at $1.84M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.