SS
BRY

Sunbelt Securities’s Berry Corp BRY Stock Holding History

Sunbelt Securities’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
-9
Closed -$34 – 2807
2025
Q3 		$34 Buy
+9
New +$29 ﹤0.01% 2625

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

Sunbelt Securities's BRY Position: Q4 2025 in Review

Sunbelt Securities sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 9 shares — an estimated $34 sold.

Sunbelt Securities first reported a position in BRY in Q3 2025 and held it in 1 quarter. The position peaked at $34 in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Sunbelt Securities reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 9 Berry Corp shares in Q4 2025, an estimated $34.
  • Sunbelt Securities first reported a position in Berry Corp in Q3 2025 and held it in 1 quarter.
  • Sunbelt Securities's Berry Corp position peaked at $34 in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.