BFS
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Bare Financial Services’s Boston Beer SAM Stock Holding History

Bare Financial Services’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$1.61K – 1897
2026
Q1 		$1.61K Buy
7
+4
+133% +$900 ﹤0.01% 1050
2025
Q4 		$585 Hold
3
– – ﹤0.01% 1314
2025
Q3 		$634 Buy
+3
New +$638 ﹤0.01% 1171

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UBS Group
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bare Financial Services's SAM Position: Q2 2026 in Review

Bare Financial Services sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 7 shares — an estimated $1.61K sold.

Bare Financial Services first reported a position in SAM in Q3 2025 and held it in 3 quarters. The position peaked at $1.61K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Bare Financial Services reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 7 Boston Beer shares in Q2 2026, an estimated $1.61K.
  • Bare Financial Services first reported a position in Boston Beer in Q3 2025 and held it in 3 quarters.
  • Bare Financial Services's Boston Beer position peaked at $1.61K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.