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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
Q2 		– Sell
-10,158
Closed -$620K – 532
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Phoenix Financial's BKR Position: Q2 2026 in Review

Phoenix Financial sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 10,158 shares — an estimated $620K sold.

Phoenix Financial first reported a position in BKR in Q3 2025 and held it in 3 quarters. The position peaked at $620K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Phoenix Financial reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 10,158 Baker Hughes shares in Q2 2026, an estimated $620K.
  • Phoenix Financial first reported a position in Baker Hughes in Q3 2025 and held it in 3 quarters.
  • Phoenix Financial's Baker Hughes position peaked at $620K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.