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Sowell Financial Services’s Baker Hughes BKR Stock Holding History

Sowell Financial Services’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26,734
Closed -$1.63M – 1167
2026
Q1 		$1.63M Sell
26,734
-1,611
-6% -$93.1K 0.06% 338
2025
Q4 		$1.29M Buy
28,345
+1,038
+4% +$49.2K 0.05% 376
2025
Q3 		$1.33M Buy
27,307
+1,045
+4% +$46.1K 0.05% 363
2025
Q2 		$1.01M Buy
26,262
+3,152
+14% +$119K 0.04% 409
2025
Q1 		$1.02M Buy
23,110
+2,615
+13% +$117K 0.05% 379
2024
Q4 		$841K Buy
20,495
+5,306
+35% +$214K 0.04% 334
2024
Q3 		$549K Buy
+15,189
New +$534K 0.03% 427
2021
Q4 		– Sell
-20,239
Closed -$501K – 508
2021
Q3 		$501K Sell
20,239
-6,993
-26% -$156K 0.03% 391
2021
Q2 		$623K Sell
27,232
-4,947
-15% -$114K 0.04% 391
2021
Q1 		$742K Buy
32,179
+31,219
+3,252% +$711K 0.03% 500
2020
Q4 		$20K Sell
960
-2
-0.2% -$35 ﹤0.01% 1736
2020
Q3 		$13K Hold
962
– – ﹤0.01% 1720
2020
Q2 		$15K Buy
962
+784
+440% +$11.5K ﹤0.01% 1542
2020
Q1 		$2K Buy
178
+121
+212% +$2.27K ﹤0.01% 2044
2019
Q4 		$1K Sell
57
-113
-66% -$2.57K ﹤0.01% 2299
2019
Q3 		$4K Buy
+170
New +$3.99K ﹤0.01% 1809

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sowell Financial Services's BKR Position: Q2 2026 in Review

Sowell Financial Services sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 26,734 shares — an estimated $1.63M sold.

Sowell Financial Services first reported a position in BKR in Q3 2019 and held it in 16 quarters. The position peaked at $1.63M in Q1 2026. 277 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Sowell Financial Services reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 26,734 Baker Hughes shares in Q2 2026, an estimated $1.63M.
  • Sowell Financial Services first reported a position in Baker Hughes in Q3 2019 and held it in 16 quarters.
  • Sowell Financial Services's Baker Hughes position peaked at $1.63M in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.