MassMutual Private Wealth & Trust’s Berry Corp BRY Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-252	Closed	-$953	–	2381
2025 Q3	$953	Hold	252	–	–	﹤0.01%	2150
2025 Q2	$698	Buy	252 +186	+282%	+$497	﹤0.01%	2191
2025 Q1	$212	Sell	66 -39	-37%	-$160	﹤0.01%	2298
2024 Q4	$434	Buy	+105	New	+$485	﹤0.01%	2160
2024 Q3	–	Sell	-49	Closed	-$317	–	2148
2024 Q2	$317	Hold	49	–	–	﹤0.01%	2017
2024 Q1	$394	Buy	49 +19	+63%	+$133	﹤0.01%	1899
2023 Q4	$211	Buy	+30	New	+$225	﹤0.01%	1910

Other funds holding BRY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's BRY Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 252 shares — an estimated $953 sold.

MassMutual Private Wealth & Trust first reported a position in BRY in Q4 2023 and held it in 7 quarters. The position peaked at $953 in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 252 Berry Corp shares in Q4 2025, an estimated $953.
MassMutual Private Wealth & Trust first reported a position in Berry Corp in Q4 2023 and held it in 7 quarters.
MassMutual Private Wealth & Trust's Berry Corp position peaked at $953 in Q3 2025.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.