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Bare Financial Services’s Columbus McKinnon CMCO Stock Holding History

Bare Financial Services’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26
Closed -$378 – 1810
2026
Q1 		$378 Sell
26
-43
-62% -$802 ﹤0.01% 1674
2025
Q4 		$1.19K Buy
+69
New +$1.11K ﹤0.01% 1054

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
CastleKnight Management
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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

Bare Financial Services sold out of Columbus McKinnon (CMCO) in Q2 2026, closing a stake of 26 shares — an estimated $378 sold.

Bare Financial Services first reported a position in CMCO in Q4 2025 and held it in 2 quarters. The position peaked at $1.19K in Q4 2025. 175 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Bare Financial Services reported no remaining Columbus McKinnon position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 26 Columbus McKinnon shares in Q2 2026, an estimated $378.
  • Bare Financial Services first reported a position in Columbus McKinnon in Q4 2025 and held it in 2 quarters.
  • Bare Financial Services's Columbus McKinnon position peaked at $1.19K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

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