Bare Financial Services
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Bare Financial Services’s Northwest Natural Holdings NWN Stock Holding History

Bare Financial Services’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.87K Buy
190
+76
+67% +$3.77K ﹤0.01% 672
2026
Q2 		$5.59K Buy
114
+90
+375% +$4.61K ﹤0.01% 811
2026
Q1 		$1.28K Buy
+24
New +$1.19K ﹤0.01% 1149

Other funds holding NWN

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
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

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

Bare Financial Services increased its Northwest Natural Holdings (NWN) stake by 67% in Q3 2026, buying an estimated $3.77K and bringing the position to 190 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Bare Financial Services first reported a position in NWN in Q1 2026 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

  • Bare Financial Services held 190 shares of Northwest Natural Holdings worth $8.87K as of Q3 2026.
  • Bare Financial Services bought 76 Northwest Natural Holdings shares in Q3 2026, an estimated $3.77K.
  • Northwest Natural Holdings made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #672 holding.
  • Bare Financial Services first reported a position in Northwest Natural Holdings in Q1 2026 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

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