BFS
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Bare Financial Services’s Ashland ASH Stock Holding History

Bare Financial Services’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$587 – 1742
2025
Q4 		$587 Sell
10
-17
-63% -$899 ﹤0.01% 1312
2025
Q3 		$1.29K Hold
27
– – ﹤0.01% 941
2025
Q2 		$1.36K Buy
+27
New +$1.37K ﹤0.01% 825

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bare Financial Services's ASH Position: Q1 2026 in Review

Bare Financial Services sold out of Ashland (ASH) in Q1 2026, closing a stake of 10 shares — an estimated $587 sold.

Bare Financial Services first reported a position in ASH in Q2 2025 and held it in 3 quarters. The position peaked at $1.36K in Q2 2025. 351 funds tracked by Wall St. Rank hold ASH as of Q1 2026.

  • Bare Financial Services reported no remaining Ashland position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 10 Ashland shares in Q1 2026, an estimated $587.
  • Bare Financial Services first reported a position in Ashland in Q2 2025 and held it in 3 quarters.
  • Bare Financial Services's Ashland position peaked at $1.36K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Ashland as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.