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Wellspring Financial Advisors’s Baker Hughes BKR Stock Holding History

Wellspring Financial Advisors’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
Q2 		$624K Buy
11,244
+10
+0.1% +$632 0.04% 149
2026
Q1 		$686K Buy
11,234
+245
+2% +$14.2K 0.05% 133
2025
Q4 		$500K Buy
+10,989
New +$521K 0.04% 144

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wellspring Financial Advisors's BKR Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Baker Hughes (BKR) stake by 0.09% in Q2 2026, buying an estimated $632 and bringing the position to 11,244 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #149.

Wellspring Financial Advisors first reported a position in BKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $686K in Q1 2026. 279 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Wellspring Financial Advisors held 11,244 shares of Baker Hughes worth $624K as of Q2 2026.
  • Wellspring Financial Advisors bought 10 Baker Hughes shares in Q2 2026, an estimated $632.
  • Baker Hughes made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • Wellspring Financial Advisors first reported a position in Baker Hughes in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Baker Hughes position peaked at $686K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.