Bare Financial Services
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Bare Financial Services’s Polaris PII Stock Holding History

Bare Financial Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.87K Buy
55
+14
+34% +$904 ﹤0.01% 1097
2026
Q2 		$2.81K Sell
41
-27
-40% -$1.74K ﹤0.01% 1055
2026
Q1 		$3.71K Buy
68
+39
+134% +$2.44K ﹤0.01% 771
2025
Q4 		$1.83K Sell
29
-9
-24% -$593 ﹤0.01% 896
2025
Q3 		$2.21K Hold
38
– – ﹤0.01% 786
2025
Q2 		$1.54K Buy
38
+27
+245% +$1.02K ﹤0.01% 792
2025
Q1 		$450 Buy
+11
New +$524 ﹤0.01% 867

Other funds holding PII

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
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Bare Financial Services increased its Polaris (PII) stake by 34% in Q3 2026, buying an estimated $904 and bringing the position to 55 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Bare Financial Services first reported a position in PII in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.71K in Q1 2026. 211 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Bare Financial Services held 55 shares of Polaris worth $2.87K as of Q3 2026.
  • Bare Financial Services bought 14 Polaris shares in Q3 2026, an estimated $904.
  • Polaris made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1097 holding.
  • Bare Financial Services first reported a position in Polaris in Q1 2025 and has held it in 7 quarters since.
  • Bare Financial Services's Polaris position peaked at $3.71K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

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