Position in BKR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,402,374
-$138,283 QoQ
Shares Held
25,268
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#537
of 1,135 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,504,450 across 8 Oil & Gas Equipment & Services names. BKR ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
53,710 | $2,496,977 | |
| 2 | HAL |
Halliburton Co
|
66,243 | $2,248,949 | |
| 3 | BKR |
Baker Hughes Co
This page
|
25,268 | $1,402,374 | |
| 4 | NOV |
NOV Inc.
|
45,250 | $839,387 | |
| 5 | FTI |
TechnipFMC plc
|
7,844 | $520,057 | |
| 6 | WFRD |
Weatherford International plc
|
5,112 | $416,628 | |
| 7 | TS |
Tenaris SA
|
6,314 | $350,363 | |
| 8 | WHD |
Cactus, Inc.
|
4,484 | $229,715 |
All Filings in BKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,374 | 25,268 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,540,657 | 25,236 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,032,437 | 22,671 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,158,756 | 23,784 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $884,772 | 23,077 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $889,635 | 20,242 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $781,143 | 19,043 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $660,496 | 18,271 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $542,708 | 15,431 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $475,901 | 14,206 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $602,490 | 17,627 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||