ME
BRY

McIlrath & Eck’s Berry Corp BRY Stock Holding History

McIlrath & Eck’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
Q2 		– Sell
-9,230
Closed -$29.6K – 939
2025
Q1 		$29.6K Hold
9,230
– – ﹤0.01% 408
2024
Q4 		$38.1K Hold
9,230
– – ﹤0.01% 375
2024
Q3 		$47.4K Buy
+9,230
New +$56.4K 0.01% 318

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McIlrath & Eck's BRY Position: Q2 2025 in Review

McIlrath & Eck sold out of Berry Corp (BRY) in Q2 2025, closing a stake of 9,230 shares — an estimated $29.6K sold.

McIlrath & Eck first reported a position in BRY in Q3 2024 and held it in 3 quarters. The position peaked at $47.4K in Q3 2024. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

  • McIlrath & Eck reported no remaining Berry Corp position as of Q2 2025 after selling out during the quarter.
  • McIlrath & Eck sold 9,230 Berry Corp shares in Q2 2025, an estimated $29.6K.
  • McIlrath & Eck first reported a position in Berry Corp in Q3 2024 and held it in 3 quarters.
  • McIlrath & Eck's Berry Corp position peaked at $47.4K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on McIlrath & Eck's 13F filing for Q2 2025, filed 14 Aug 2025.