UBS AM
BRY

UBS AM’s Berry Corp BRY Stock Holding History

UBS AM’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
Q3 		– Sell
-19,332
Closed -$53.5K – 2332
2025
Q2 		$53.5K Buy
+19,332
New +$51.7K ﹤0.01% 2601
2024
Q4 		– Sell
-306,951
Closed -$1.58M – 2666
2024
Q3 		$1.58M Buy
306,951
+22,709
+8% +$139K ﹤0.01% 2169
2024
Q2 		$1.84M Buy
284,242
+188,327
+196% +$1.4M ﹤0.01% 2045
2024
Q1 		$772K Hold
95,915
– – ﹤0.01% 2140
2023
Q4 		$674K Hold
95,915
– – ﹤0.01% 2223
2023
Q3 		$787K Hold
95,915
– – ﹤0.01% 2085
2023
Q2 		$753K Hold
95,915
– – ﹤0.01% 2131
2023
Q1 		$753K Sell
95,915
-1,246
-1% -$10.8K ﹤0.01% 2131
2022
Q4 		$777K Hold
97,161
– – ﹤0.01% 1981
2022
Q3 		$729K Buy
97,161
+7,713
+9% +$65.2K ﹤0.01% 2147
2022
Q2 		$682K Buy
89,448
+9,400
+12% +$99.3K ﹤0.01% 2159
2022
Q1 		$826K Buy
80,048
+35,448
+79% +$336K ﹤0.01% 2238
2021
Q4 		$376K Buy
+44,600
New +$393K ﹤0.01% 2633
2020
Q2 		– Sell
-81,152
Closed -$196K – 2472
2020
Q1 		$196K Buy
81,152
+19,801
+32% +$122K ﹤0.01% 2283
2019
Q4 		$579K Buy
61,351
+6,542
+12% +$61.2K ﹤0.01% 2180
2019
Q3 		$513K Buy
54,809
+20,109
+58% +$189K ﹤0.01% 2282
2019
Q2 		$368K Buy
34,700
+8,900
+34% +$101K ﹤0.01% 2339
2019
Q1 		$298K Buy
+25,800
New +$294K ﹤0.01% 2319

Other funds holding BRY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM's BRY Position: Q3 2025 in Review

UBS AM sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 19,332 shares — an estimated $53.5K sold.

UBS AM first reported a position in BRY in Q1 2019 and held it in 18 quarters. The position peaked at $1.84M in Q2 2024. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

  • UBS AM reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
  • UBS AM sold 19,332 Berry Corp shares in Q3 2025, an estimated $53.5K.
  • UBS AM first reported a position in Berry Corp in Q1 2019 and held it in 18 quarters.
  • UBS AM's Berry Corp position peaked at $1.84M in Q2 2024.
  • 168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

Based on UBS AM's 13F filing for Q3 2025, filed 14 Nov 2025.