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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bare Financial Services's NEU Position: Q1 2026 in Review

Bare Financial Services increased its NewMarket (NEU) stake by 86% in Q1 2026, buying an estimated $3.89K and bringing the position to 13 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Bare Financial Services first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Bare Financial Services held 13 shares of NewMarket worth $8.33K as of Q1 2026.
Bare Financial Services bought 6 NewMarket shares in Q1 2026, an estimated $3.89K.
NewMarket made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #439 holding.
Bare Financial Services first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.