S
BRY

SignatureFD’s Berry Corp BRY Stock Holding History

SignatureFD’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
-1,086
Closed -$3.49K – 3282
2025
Q1 		$3.49K Sell
1,086
-2,114
-66% -$8.67K ﹤0.01% 2718
2024
Q4 		$13.2K Buy
3,200
+1,572
+97% +$7.26K ﹤0.01% 2258
2024
Q3 		$8.37K Buy
1,628
+159
+11% +$971 ﹤0.01% 2400
2024
Q2 		$9.49K Buy
1,469
+480
+49% +$3.57K ﹤0.01% 2285
2024
Q1 		$7.96K Buy
989
+220
+29% +$1.54K ﹤0.01% 2385
2023
Q4 		$5.41K Buy
769
+592
+334% +$4.44K ﹤0.01% 2473
2023
Q3 		$1.45K Sell
177
-37
-17% -$297 ﹤0.01% 2855
2023
Q2 		$1.47K Sell
214
-1,147
-84% -$8.27K ﹤0.01% 2884
2023
Q1 		$10.7K Buy
1,361
+201
+17% +$1.74K ﹤0.01% 2178
2022
Q4 		$9.28K Buy
1,160
+347
+43% +$2.97K ﹤0.01% 2192
2022
Q3 		$6K Buy
813
+658
+425% +$5.56K ﹤0.01% 2320
2022
Q2 		$1K Hold
155
– – ﹤0.01% 2878
2022
Q1 		$2K Hold
155
– – ﹤0.01% 2778
2021
Q4 		$1K Hold
155
– – ﹤0.01% 2878
2021
Q3 		$1K Buy
+155
New +$916 ﹤0.01% 2782

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

SignatureFD's BRY Position: Q2 2025 in Review

SignatureFD sold out of Berry Corp (BRY) in Q2 2025, closing a stake of 1,086 shares — an estimated $3.49K sold.

SignatureFD first reported a position in BRY in Q3 2021 and held it in 15 quarters. The position peaked at $13.2K in Q4 2024. 164 funds tracked by Wall St. Rank hold BRY as of Q2 2025.

  • SignatureFD reported no remaining Berry Corp position as of Q2 2025 after selling out during the quarter.
  • SignatureFD sold 1,086 Berry Corp shares in Q2 2025, an estimated $3.49K.
  • SignatureFD first reported a position in Berry Corp in Q3 2021 and held it in 15 quarters.
  • SignatureFD's Berry Corp position peaked at $13.2K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Berry Corp as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.