Bare Financial Services’s HealthEquity HQY Stock Holding History

Bare Financial Services’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.33K	Buy	+15	New	+$1.47K	﹤0.01%	1360

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Bare Financial Services opened a new position in HealthEquity (HQY) in Q3 2026: 15 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings.

256 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Bare Financial Services held 15 shares of HealthEquity worth $1.33K as of Q3 2026.
HealthEquity was a new Bare Financial Services position in Q3 2026.
HealthEquity made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1360 holding.
256 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

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