Bare Financial Services’s Star Group SGU Stock Holding History

Bare Financial Services’s Portfolio SGU Stock Details SGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14K	Hold	89	–	–	﹤0.01%	1327
2026 Q1	$1.09K	Buy	89 +41	+85%	+$519	﹤0.01%	1204
2025 Q4	$568	Buy	+48	New	+$568	﹤0.01%	1327

Other funds holding SGU

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Bare Financial Services held its Star Group (SGU) position steady in Q2 2026 at 89 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Bare Financial Services first reported a position in SGU in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Bare Financial Services held 89 shares of Star Group worth $1.14K as of Q2 2026.
Bare Financial Services left its Star Group share count unchanged in Q2 2026.
Star Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1327 holding.
Bare Financial Services first reported a position in Star Group in Q4 2025 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

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