NewEdge Advisors’s Berry Corp BRY Stock Holding History

NewEdge Advisors’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	-478	Closed	-$1.81K	–	4235
2025 Q3	$1.81K	Hold	478	–	–	﹤0.01%	3793
2025 Q2	$1.32K	Hold	478	–	–	﹤0.01%	3686
2025 Q1	$1.53K	Hold	478	–	–	﹤0.01%	3558
2024 Q4	$1.97K	Hold	478	–	–	﹤0.01%	3453
2024 Q3	$2.46K	Hold	478	–	–	﹤0.01%	3346
2024 Q2	$3.09K	Sell	478 -12,872	-96%	-$95.8K	﹤0.01%	3237
2024 Q1	$107K	Buy	13,350 +12,872	+2,693%	+$89.9K	﹤0.01%	2045
2023 Q4	$3.36K	Buy	+478	New	+$3.58K	﹤0.01%	3228

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

NewEdge Advisors's BRY Position: Q4 2025 in Review

NewEdge Advisors sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 478 shares — an estimated $1.81K sold.

NewEdge Advisors first reported a position in BRY in Q4 2023 and held it in 8 quarters. The position peaked at $107K in Q1 2024. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

NewEdge Advisors reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 478 Berry Corp shares in Q4 2025, an estimated $1.81K.
NewEdge Advisors first reported a position in Berry Corp in Q4 2023 and held it in 8 quarters.
NewEdge Advisors's Berry Corp position peaked at $107K in Q1 2024.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.