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Bare Financial Services’s Charter Communications CHTR Stock Holding History

Bare Financial Services’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14K Buy
8
+2
+33% +$334 ﹤0.01% 1328
2026
Q1 		$1.29K Buy
+6
New +$1.3K ﹤0.01% 1143
2025
Q4 		– Sell
-2
Closed -$550 – 1571
2025
Q3 		$550 Buy
+2
New +$604 ﹤0.01% 1235

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bare Financial Services's CHTR Position: Q2 2026 in Review

Bare Financial Services increased its Charter Communications (CHTR) stake by 33% in Q2 2026, buying an estimated $334 and bringing the position to 8 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Bare Financial Services first reported a position in CHTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.29K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Bare Financial Services held 8 shares of Charter Communications worth $1.14K as of Q2 2026.
  • Bare Financial Services bought 2 Charter Communications shares in Q2 2026, an estimated $334.
  • Charter Communications made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1328 holding.
  • Bare Financial Services first reported a position in Charter Communications in Q3 2025 and has held it in 3 quarters since.
  • Bare Financial Services's Charter Communications position peaked at $1.29K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.