SPIA
BRY

Steward Partners Investment Advisory’s Berry Corp BRY Stock Holding History

Steward Partners Investment Advisory’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
-8,114
Closed -$30.7K – 4332
2025
Q3 		$30.7K Buy
+8,114
New +$26.3K ﹤0.01% 2879

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

Steward Partners Investment Advisory's BRY Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 8,114 shares — an estimated $30.7K sold.

Steward Partners Investment Advisory first reported a position in BRY in Q3 2025 and held it in 1 quarter. The position peaked at $30.7K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,114 Berry Corp shares in Q4 2025, an estimated $30.7K.
  • Steward Partners Investment Advisory first reported a position in Berry Corp in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Berry Corp position peaked at $30.7K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.