RIL
BRY

Rothschild Investment LLC’s Berry Corp BRY Stock Holding History

Rothschild Investment LLC’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
-295
Closed -$1.11K – 3441
2025
Q3 		$1.11K Hold
295
– – ﹤0.01% 2529
2025
Q2 		$817 Sell
295
-5
-2% -$13 ﹤0.01% 2566
2025
Q1 		$963 Buy
300
+205
+216% +$841 ﹤0.01% 2363
2024
Q4 		$392 Sell
95
-170
-64% -$785 ﹤0.01% 2622
2024
Q3 		$1.36K Buy
265
+215
+430% +$1.31K ﹤0.01% 1950
2024
Q2 		$323 Buy
50
+35
+233% +$261 ﹤0.01% 2257
2024
Q1 		$121 Buy
+15
New +$105 ﹤0.01% 2092

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

Rothschild Investment LLC's BRY Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 295 shares — an estimated $1.11K sold.

Rothschild Investment LLC first reported a position in BRY in Q1 2024 and held it in 7 quarters. The position peaked at $1.36K in Q3 2024. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Rothschild Investment LLC reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 295 Berry Corp shares in Q4 2025, an estimated $1.11K.
  • Rothschild Investment LLC first reported a position in Berry Corp in Q1 2024 and held it in 7 quarters.
  • Rothschild Investment LLC's Berry Corp position peaked at $1.36K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.