Bare Financial Services
MRNA icon

Bare Financial Services’s Moderna MRNA Stock Holding History

Bare Financial Services’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.86K Hold
46
– – ﹤0.01% 674
2026
Q2 		$3.22K Sell
46
-16
-26% -$828 ﹤0.01% 1006
2026
Q1 		$3.15K Buy
62
+16
+35% +$746 ﹤0.01% 830
2025
Q4 		$1.36K Buy
+46
New +$1.25K ﹤0.01% 1007

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Citigroup
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Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

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

Bare Financial Services held its Moderna (MRNA) position steady in Q3 2026 at 46 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Bare Financial Services first reported a position in MRNA in Q4 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Bare Financial Services held 46 shares of Moderna worth $8.86K as of Q3 2026.
  • Bare Financial Services left its Moderna share count unchanged in Q3 2026.
  • Moderna made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #674 holding.
  • Bare Financial Services first reported a position in Moderna in Q4 2025 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

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