Bare Financial Services
ROKU icon

Bare Financial Services’s Roku ROKU Stock Holding History

Bare Financial Services’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.98K Buy
59
+43
+269% +$6.47K ﹤0.01% 662
2026
Q2 		$2.21K Sell
16
-3
-16% -$366 ﹤0.01% 1110
2026
Q1 		$1.8K Buy
19
+7
+58% +$682 ﹤0.01% 1015
2025
Q4 		$1.3K Buy
+12
New +$1.22K ﹤0.01% 1019

Other funds holding ROKU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Westchester Capital Management (New York)
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Bare Financial Services increased its Roku (ROKU) stake by 269% in Q3 2026, buying an estimated $6.47K and bringing the position to 59 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Bare Financial Services first reported a position in ROKU in Q4 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Bare Financial Services held 59 shares of Roku worth $8.98K as of Q3 2026.
  • Bare Financial Services bought 43 Roku shares in Q3 2026, an estimated $6.47K.
  • Roku made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #662 holding.
  • Bare Financial Services first reported a position in Roku in Q4 2025 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held Roku as of Q3 2026.

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