Bare Financial Services
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Bare Financial Services’s Artisan Partners APAM Stock Holding History

Bare Financial Services’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.9K Buy
330
+39
+13% +$1.54K ﹤0.01% 539
2026
Q2 		$10K Buy
291
+166
+133% +$6.1K ﹤0.01% 581
2026
Q1 		$4.55K Sell
125
-88
-41% -$3.6K ﹤0.01% 693
2025
Q4 		$8.68K Buy
213
+19
+10% +$811 ﹤0.01% 294
2025
Q3 		$8.42K Buy
194
+3
+2% +$138 ﹤0.01% 287
2025
Q2 		$8.47K Buy
191
+121
+173% +$4.84K ﹤0.01% 224
2025
Q1 		$2.74K Buy
+70
New +$2.96K ﹤0.01% 190

Other funds holding APAM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bare Financial Services's APAM Position: Q3 2026 in Review

Bare Financial Services increased its Artisan Partners (APAM) stake by 13% in Q3 2026, buying an estimated $1.54K and bringing the position to 330 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Bare Financial Services first reported a position in APAM in Q1 2025 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Bare Financial Services held 330 shares of Artisan Partners worth $11.9K as of Q3 2026.
  • Bare Financial Services bought 39 Artisan Partners shares in Q3 2026, an estimated $1.54K.
  • Artisan Partners made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #539 holding.
  • Bare Financial Services first reported a position in Artisan Partners in Q1 2025 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.