WANY
BRY

Wealthspire Advisors (New York)’s Berry Corp BRY Stock Holding History

Wealthspire Advisors (New York)’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
-1,000
Closed -$3.78K – 1288
2025
Q3 		$3.78K Buy
+1,000
New +$3.24K ﹤0.01% 2429

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

Wealthspire Advisors (New York)'s BRY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 1,000 shares — an estimated $3.78K sold.

Wealthspire Advisors (New York) first reported a position in BRY in Q3 2025 and held it in 1 quarter. The position peaked at $3.78K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,000 Berry Corp shares in Q4 2025, an estimated $3.78K.
  • Wealthspire Advisors (New York) first reported a position in Berry Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Berry Corp position peaked at $3.78K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.