PF
BKR icon

Phoenix Financial’s Baker Hughes BKR Stock Holding History

Phoenix Financial’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 		$620K Buy
10,158
+2,356
+30% +$136K 0.01% 279
2025
Q4 		$355K Buy
7,802
+1,225
+19% +$58.1K ﹤0.01% 351
2025
Q3 		$320K Buy
+6,577
New +$290K ﹤0.01% 374

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

Phoenix Financial's BKR Position: Q1 2026 in Review

Phoenix Financial increased its Baker Hughes (BKR) stake by 30% in Q1 2026, buying an estimated $136K and bringing the position to 10,158 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #279.

Phoenix Financial first reported a position in BKR in Q3 2025 and has held it in 3 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Phoenix Financial held 10,158 shares of Baker Hughes worth $620K as of Q1 2026.
  • Phoenix Financial bought 2,356 Baker Hughes shares in Q1 2026, an estimated $136K.
  • Baker Hughes made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #279 holding.
  • Phoenix Financial first reported a position in Baker Hughes in Q3 2025 and has held it in 3 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

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