Bare Financial Services
HTLD icon

Bare Financial Services’s Heartland Express HTLD Stock Holding History

Bare Financial Services’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.65K Hold
314
– – ﹤0.01% 1025
2026
Q2 		$4.78K Hold
314
– – ﹤0.01% 871
2026
Q1 		$3.27K Buy
314
+118
+60% +$1.24K ﹤0.01% 818
2025
Q4 		$1.77K Buy
196
+61
+45% +$508 ﹤0.01% 907
2025
Q3 		$1.13K Buy
+135
New +$1.14K ﹤0.01% 983

Other funds holding HTLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Phoenix Asset Management Partners
Phoenix Asset Management Partners London $163M AUM 3.72% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

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

Bare Financial Services held its Heartland Express (HTLD) position steady in Q3 2026 at 314 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Bare Financial Services first reported a position in HTLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.78K in Q2 2026. 84 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Bare Financial Services held 314 shares of Heartland Express worth $3.65K as of Q3 2026.
  • Bare Financial Services left its Heartland Express share count unchanged in Q3 2026.
  • Heartland Express made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1025 holding.
  • Bare Financial Services first reported a position in Heartland Express in Q3 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Heartland Express position peaked at $4.78K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

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