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Mattson Financial Services’s Baker Hughes BKR Stock Holding History

Mattson Financial Services’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Sell
35,929
-6,869
-16% -$397K 0.52% 61
2025
Q4 		$1.95M Sell
42,798
-3,796
-8% -$180K 0.46% 75
2025
Q3 		$2.27M Sell
46,594
-381
-0.8% -$16.8K 0.54% 67
2025
Q2 		$1.8M Buy
46,975
+10,298
+28% +$389K 0.49% 78
2025
Q1 		$1.61M Buy
+36,677
New +$1.64M 0.48% 79

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mattson Financial Services's BKR Position: Q1 2026 in Review

Mattson Financial Services reduced its Baker Hughes (BKR) stake by 16% in Q1 2026, selling an estimated $397K and leaving 35,929 shares worth $2.19M. The position accounts for 0.52% of the portfolio, ranked #61.

Mattson Financial Services first reported a position in BKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Mattson Financial Services held 35,929 shares of Baker Hughes worth $2.19M as of Q1 2026.
  • Mattson Financial Services sold 6,869 Baker Hughes shares in Q1 2026, an estimated $397K.
  • Baker Hughes made up 0.52% of Mattson Financial Services's portfolio in Q1 2026, its #61 holding.
  • Mattson Financial Services first reported a position in Baker Hughes in Q1 2025 and has held it in 5 quarters since.
  • Mattson Financial Services's Baker Hughes position peaked at $2.27M in Q3 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.