Bare Financial Services
KGS icon

Bare Financial Services’s Kodiak Gas Services KGS Stock Holding History

Bare Financial Services’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.2K Sell
136
-23
-14% -$1.4K ﹤0.01% 757
2026
Q2 		$11.9K Buy
159
+138
+657% +$9.38K ﹤0.01% 514
2026
Q1 		$1.22K Buy
+21
New +$1.02K ﹤0.01% 1165

Other funds holding KGS

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
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

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

Bare Financial Services reduced its Kodiak Gas Services (KGS) stake by 14% in Q3 2026, selling an estimated $1.4K and leaving 136 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Bare Financial Services first reported a position in KGS in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.9K in Q2 2026. 165 funds tracked by Wall St. Rank hold KGS as of Q3 2026.

  • Bare Financial Services held 136 shares of Kodiak Gas Services worth $7.2K as of Q3 2026.
  • Bare Financial Services sold 23 Kodiak Gas Services shares in Q3 2026, an estimated $1.4K.
  • Kodiak Gas Services made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #757 holding.
  • Bare Financial Services first reported a position in Kodiak Gas Services in Q1 2026 and has held it in 3 quarters since.
  • Bare Financial Services's Kodiak Gas Services position peaked at $11.9K in Q2 2026.
  • 165 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2026.

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