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Poinciana Advisors Group’s Baker Hughes BKR Stock Holding History

Poinciana Advisors Group’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 		$298K Hold
5,363
– – 0.22% 74
2026
Q1 		$327K Hold
5,363
– – 0.26% 71
2025
Q4 		$244K Hold
5,363
– – 0.19% 104
2025
Q3 		$261K Sell
5,363
-1,077
-17% -$47.5K 0.22% 88
2025
Q2 		$247K Sell
6,440
-761
-11% -$28.7K 0.22% 96
2025
Q1 		$316K Hold
7,201
– – 0.33% 52
2024
Q4 		$295K Buy
+7,201
New +$290K 0.3% 57

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Poinciana Advisors Group's BKR Position: Q2 2026 in Review

Poinciana Advisors Group held its Baker Hughes (BKR) position steady in Q2 2026 at 5,363 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #74.

Poinciana Advisors Group first reported a position in BKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q1 2026. 617 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Poinciana Advisors Group held 5,363 shares of Baker Hughes worth $298K as of Q2 2026.
  • Poinciana Advisors Group left its Baker Hughes share count unchanged in Q2 2026.
  • Baker Hughes made up 0.22% of Poinciana Advisors Group's portfolio in Q2 2026, its #74 holding.
  • Poinciana Advisors Group first reported a position in Baker Hughes in Q4 2024 and has held it in 7 quarters since.
  • Poinciana Advisors Group's Baker Hughes position peaked at $327K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.