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Toth Financial Advisory’s Baker Hughes BKR Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-50
Closed -$2.77K – 1035
2026
Q2 		$2.77K Hold
50
– – ﹤0.01% 711
2026
Q1 		$3.05K Hold
50
– – ﹤0.01% 682
2025
Q4 		$2.28K Sell
50
-10
-17% -$474 ﹤0.01% 703
2025
Q3 		$2.92K Hold
60
– – ﹤0.01% 662
2025
Q2 		$2.3K Hold
60
– – ﹤0.01% 627
2025
Q1 		$2.64K Hold
60
– – ﹤0.01% 579
2024
Q4 		$2.46K Hold
60
– – ﹤0.01% 561
2024
Q3 		$2.17K Hold
60
– – ﹤0.01% 592
2024
Q2 		$2.11K Hold
60
– – ﹤0.01% 600
2024
Q1 		$2.01K Hold
60
– – ﹤0.01% 609
2023
Q4 		$2.05K Hold
60
– – ﹤0.01% 615
2023
Q3 		$2.12K Hold
60
– – ﹤0.01% 624
2023
Q2 		$1.9K Sell
60
-177
-75% -$5.16K ﹤0.01% 646
2023
Q1 		$6.84K Buy
237
+177
+295% +$5.35K ﹤0.01% 504
2022
Q4 		$1.77K Hold
60
– – ﹤0.01% 604
2022
Q3 		$1K Buy
+60
New +$1.5K ﹤0.01% 673
2022
Q2 		– Sell
-80
Closed -$3K – 702
2022
Q1 		$3K Buy
+80
New +$2.43K ﹤0.01% 583
2018
Q1 		– Sell
-25
Closed -$1K – 428
2017
Q4 		$1K Buy
+25
New +$802 ﹤0.01% 411

Other funds holding BKR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Toth Financial Advisory's BKR Position: Q3 2026 in Review

Toth Financial Advisory sold out of Baker Hughes (BKR) in Q3 2026, closing a stake of 50 shares — an estimated $2.77K sold.

Toth Financial Advisory first reported a position in BKR in Q4 2017 and held it in 18 quarters. The position peaked at $6.84K in Q1 2023. 44 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Toth Financial Advisory reported no remaining Baker Hughes position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 50 Baker Hughes shares in Q3 2026, an estimated $2.77K.
  • Toth Financial Advisory first reported a position in Baker Hughes in Q4 2017 and held it in 18 quarters.
  • Toth Financial Advisory's Baker Hughes position peaked at $6.84K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.