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PlanVest Financial’s Baker Hughes BKR Stock Holding History

PlanVest 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 		$9.78K Buy
176
+1
+0.6% +$63 0.01% 404
2026
Q1 		$10.7K Buy
+175
New +$10.1K 0.01% 367

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 $3.37T AUM 44.26% 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

PlanVest Financial's BKR Position: Q2 2026 in Review

PlanVest Financial increased its Baker Hughes (BKR) stake by 0.57% in Q2 2026, buying an estimated $63 and bringing the position to 176 shares worth $9.78K. The position accounts for 0.01% of the portfolio, ranked #404.

PlanVest Financial first reported a position in BKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.7K in Q1 2026. 1,121 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • PlanVest Financial held 176 shares of Baker Hughes worth $9.78K as of Q2 2026.
  • PlanVest Financial bought 1 Baker Hughes share in Q2 2026, an estimated $63.
  • Baker Hughes made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #404 holding.
  • PlanVest Financial first reported a position in Baker Hughes in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Baker Hughes position peaked at $10.7K in Q1 2026.
  • 1,121 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.