Rise Advisors’s Berry Corp BRY Stock Holding History

Rise Advisors’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	-241	Closed	-$774	–	1560
2025 Q1	$774	Buy	+241	New	+$988	﹤0.01%	1327

Other funds holding BRY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's BRY Position: Q2 2025 in Review

Rise Advisors sold out of Berry Corp (BRY) in Q2 2025, closing a stake of 241 shares — an estimated $774 sold.

Rise Advisors first reported a position in BRY in Q1 2025 and held it in 1 quarter. The position peaked at $774 in Q1 2025. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

Rise Advisors reported no remaining Berry Corp position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 241 Berry Corp shares in Q2 2025, an estimated $774.
Rise Advisors first reported a position in Berry Corp in Q1 2025 and held it in 1 quarter.
Rise Advisors's Berry Corp position peaked at $774 in Q1 2025.
164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.