Position in BKR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,048
+$28 QoQ
Shares Held
127
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,034
of 1,137 holders
Holding Since
Mar 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, 2026TFC Financial Management, Inc. holds $67,803 across 5 Oil & Gas Equipment & Services names. BKR ranks #2 (10.4% of the industry book) .
All Filings in BKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,048 | 127 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,020 | 115 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,237 | 115 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,602 | 115 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,603 | 94 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,812 | 64 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,957 | 194 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,313 | 64 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $175 | 5 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $167 | 5 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $404 | 14 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||