Principal Financial Group
BRY

Principal Financial Group’s Berry Corp BRY Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-305,455
Closed -$846K – 2259
2025
Q2 		$846K Buy
305,455
+91,013
+42% +$243K ﹤0.01% 1913
2025
Q1 		$688K Buy
214,442
+633
+0.3% +$2.6K ﹤0.01% 1893
2024
Q4 		$883K Sell
213,809
-16,669
-7% -$77K ﹤0.01% 1888
2024
Q3 		$1.18M Sell
230,478
-41,094
-15% -$251K ﹤0.01% 1832
2024
Q2 		$1.75M Sell
271,572
-89,455
-25% -$666K ﹤0.01% 1789
2024
Q1 		$2.91M Sell
361,027
-19,940
-5% -$139K ﹤0.01% 1714
2023
Q4 		$2.68M Buy
380,967
+355,688
+1,407% +$2.67M ﹤0.01% 1725
2023
Q3 		$207K Buy
25,279
+8,147
+48% +$65.3K ﹤0.01% 2161
2023
Q2 		$118K Sell
17,132
-712
-4% -$5.13K ﹤0.01% 2267
2023
Q1 		$140K Buy
17,844
+842
+5% +$7.3K ﹤0.01% 2238
2022
Q4 		$136K Buy
+17,002
New +$146K ﹤0.01% 2255
2020
Q4 		– Sell
-60,524
Closed -$192K – 2423
2020
Q3 		$192K Buy
60,524
+28,542
+89% +$120K ﹤0.01% 2212
2020
Q2 		$154K Buy
31,982
+8,071
+34% +$31.2K ﹤0.01% 2216
2020
Q1 		$58K Buy
23,911
+99
+0.4% +$608 ﹤0.01% 2147
2019
Q4 		$225K Sell
23,812
-15,715
-40% -$147K ﹤0.01% 2113
2019
Q3 		$370K Buy
39,527
+2,624
+7% +$24.7K ﹤0.01% 2011
2019
Q2 		$391K Buy
+36,903
New +$418K ﹤0.01% 2011

Other funds holding BRY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's BRY Position: Q3 2025 in Review

Principal Financial Group sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 305,455 shares — an estimated $846K sold.

Principal Financial Group first reported a position in BRY in Q2 2019 and held it in 17 quarters. The position peaked at $2.91M in Q1 2024. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

  • Principal Financial Group reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 305,455 Berry Corp shares in Q3 2025, an estimated $846K.
  • Principal Financial Group first reported a position in Berry Corp in Q2 2019 and held it in 17 quarters.
  • Principal Financial Group's Berry Corp position peaked at $2.91M in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.