BFS
HTO

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bare Financial Services held its H2O America (HTO) position steady in Q2 2026 at 155 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Bare Financial Services first reported a position in HTO in Q1 2025 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Bare Financial Services held 155 shares of H2O America worth $9.42K as of Q2 2026.
  • Bare Financial Services left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #603 holding.
  • Bare Financial Services first reported a position in H2O America in Q1 2025 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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