Bare Financial Services
HTO icon

Bare Financial Services’s H2O America HTO Stock Holding History

Bare Financial Services’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.1K Buy
277
+122
+79% +$7.68K ﹤0.01% 361
2026
Q2 		$9.42K Hold
155
– – ﹤0.01% 603
2026
Q1 		$9.09K Buy
155
+135
+675% +$7.35K ﹤0.01% 398
2025
Q4 		$980 Sell
20
-97
-83% -$4.65K ﹤0.01% 1150
2025
Q3 		$5.7K Buy
117
+68
+139% +$3.4K ﹤0.01% 485
2025
Q2 		$2.55K Buy
49
+41
+513% +$2.18K ﹤0.01% 711
2025
Q1 		$438 Buy
+8
New +$409 ﹤0.01% 877

Other funds holding HTO

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Bare Financial Services increased its H2O America (HTO) stake by 79% in Q3 2026, buying an estimated $7.68K and bringing the position to 277 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Bare Financial Services first reported a position in HTO in Q1 2025 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Bare Financial Services held 277 shares of H2O America worth $17.1K as of Q3 2026.
  • Bare Financial Services bought 122 H2O America shares in Q3 2026, an estimated $7.68K.
  • H2O America made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #361 holding.
  • Bare Financial Services first reported a position in H2O America in Q1 2025 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

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