RWM
BRY

Rialto Wealth Management’s Berry Corp BRY Stock Holding History

Rialto Wealth 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
Q4 		– Sell
-210
Closed -$794 – 1707
2025
Q3 		$794 Hold
210
– – ﹤0.01% 1017
2025
Q2 		$582 Buy
210
+60
+40% +$160 ﹤0.01% 1066
2025
Q1 		$482 Buy
+150
New +$615 ﹤0.01% 892

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rialto Wealth Management's BRY Position: Q4 2025 in Review

Rialto Wealth Management sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 210 shares — an estimated $794 sold.

Rialto Wealth Management first reported a position in BRY in Q1 2025 and held it in 3 quarters. The position peaked at $794 in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Rialto Wealth Management reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 210 Berry Corp shares in Q4 2025, an estimated $794.
  • Rialto Wealth Management first reported a position in Berry Corp in Q1 2025 and held it in 3 quarters.
  • Rialto Wealth Management's Berry Corp position peaked at $794 in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.