Smartleaf Asset Management’s Berry Corp BRY Stock Holding History

Smartleaf 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 Q4	–	Sell	-282	Closed	-$1.08K	–	3501
2025 Q3	$1.08K	Hold	282	–	–	﹤0.01%	2731
2025 Q2	$800	Hold	282	–	–	﹤0.01%	2512
2025 Q1	$893	Hold	282	–	–	﹤0.01%	2608
2024 Q4	$1.14K	Hold	282	–	–	﹤0.01%	2655
2024 Q3	$1.42K	Sell	282 -164	-37%	-$1K	﹤0.01%	2572
2024 Q2	$2.88K	Buy	+446	New	+$3.32K	﹤0.01%	2072

Other funds holding BRY

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

Smartleaf Asset Management's BRY Position: Q4 2025 in Review

Smartleaf Asset Management sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 282 shares — an estimated $1.08K sold.

Smartleaf Asset Management first reported a position in BRY in Q2 2024 and held it in 6 quarters. The position peaked at $2.88K in Q2 2024. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Smartleaf Asset Management reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Smartleaf Asset Management sold 282 Berry Corp shares in Q4 2025, an estimated $1.08K.
Smartleaf Asset Management first reported a position in Berry Corp in Q2 2024 and held it in 6 quarters.
Smartleaf Asset Management's Berry Corp position peaked at $2.88K in Q2 2024.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.