PWAM
BRY

Private Wealth Asset Management’s Berry Corp BRY Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-184
Closed -$591 – 1113
2025
Q1 		$591 Buy
+184
New +$755 ﹤0.01% 976

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Asset Management's BRY Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Berry Corp (BRY) in Q2 2025, closing a stake of 184 shares — an estimated $591 sold.

Private Wealth Asset Management first reported a position in BRY in Q1 2025 and held it in 1 quarter. The position peaked at $591 in Q1 2025. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Berry Corp position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 184 Berry Corp shares in Q2 2025, an estimated $591.
  • Private Wealth Asset Management first reported a position in Berry Corp in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Berry Corp position peaked at $591 in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.