BFS
FDS icon

Bare Financial Services’s Factset FDS Stock Holding History

Bare Financial Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Buy
49
+2
+4% +$459 ﹤0.01% 535
2026
Q1 		$10.2K Buy
47
+42
+840% +$9.8K ﹤0.01% 330
2025
Q4 		$1.45K Buy
5
+3
+150% +$842 ﹤0.01% 987
2025
Q3 		$573 Buy
2
+1
+100% +$382 ﹤0.01% 1210
2025
Q2 		$447 Hold
1
– – ﹤0.01% 1164
2025
Q1 		$455 Buy
+1
New +$455 ﹤0.01% 863

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bare Financial Services increased its Factset (FDS) stake by 4.3% in Q2 2026, buying an estimated $459 and bringing the position to 49 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Bare Financial Services first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Bare Financial Services held 49 shares of Factset worth $11.3K as of Q2 2026.
  • Bare Financial Services bought 2 Factset shares in Q2 2026, an estimated $459.
  • Factset made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #535 holding.
  • Bare Financial Services first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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