Bare Financial Services
OR icon

Bare Financial Services’s OR Royalties Inc OR Stock Holding History

Bare Financial Services’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.89K Buy
259
+9
+4% +$300 ﹤0.01% 669
2026
Q2 		$7.91K Hold
250
– – ﹤0.01% 678
2026
Q1 		$9.5K Buy
+250
New +$10.3K ﹤0.01% 373

Other funds holding OR

Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

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

Bare Financial Services increased its OR Royalties Inc (OR) stake by 3.6% in Q3 2026, buying an estimated $300 and bringing the position to 259 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Bare Financial Services first reported a position in OR in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.5K in Q1 2026. 115 funds tracked by Wall St. Rank hold OR as of Q3 2026.

  • Bare Financial Services held 259 shares of OR Royalties Inc worth $8.89K as of Q3 2026.
  • Bare Financial Services bought 9 OR Royalties Inc shares in Q3 2026, an estimated $300.
  • OR Royalties Inc made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #669 holding.
  • Bare Financial Services first reported a position in OR Royalties Inc in Q1 2026 and has held it in 3 quarters since.
  • Bare Financial Services's OR Royalties Inc position peaked at $9.5K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

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