Williams & Novak’s Berry Corp BRY Stock Holding History

Williams & Novak’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	-21,110	Closed	-$58.5K	–	142
2025 Q2	$58.5K	Buy	+21,110	New	+$56.4K	0.05%	124

Other funds holding BRY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williams & Novak's BRY Position: Q3 2025 in Review

Williams & Novak sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 21,110 shares — an estimated $58.5K sold.

Williams & Novak first reported a position in BRY in Q2 2025 and held it in 1 quarter. The position peaked at $58.5K in Q2 2025. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

Williams & Novak reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
Williams & Novak sold 21,110 Berry Corp shares in Q3 2025, an estimated $58.5K.
Williams & Novak first reported a position in Berry Corp in Q2 2025 and held it in 1 quarter.
Williams & Novak's Berry Corp position peaked at $58.5K in Q2 2025.
168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

Based on Williams & Novak's 13F filing for Q3 2025, filed 30 Oct 2025.