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Bare Financial Services’s NewMarket NEU Stock Holding History

Bare Financial Services’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7K Buy
16
+3
+23% +$2.16K ﹤0.01% 490
2026
Q1 		$8.33K Buy
13
+6
+86% +$3.89K ﹤0.01% 439
2025
Q4 		$4.81K Hold
7
– – ﹤0.01% 545
2025
Q3 		$5.8K Buy
+7
New +$5.39K ﹤0.01% 477

Other funds holding NEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bare Financial Services increased its NewMarket (NEU) stake by 23% in Q2 2026, buying an estimated $2.16K and bringing the position to 16 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Bare Financial Services first reported a position in NEU in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Bare Financial Services held 16 shares of NewMarket worth $12.7K as of Q2 2026.
  • Bare Financial Services bought 3 NewMarket shares in Q2 2026, an estimated $2.16K.
  • NewMarket made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #490 holding.
  • Bare Financial Services first reported a position in NewMarket in Q3 2025 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

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