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Bare Financial Services’s Shoals Technologies Group SHLS Stock Holding History

Bare Financial Services’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-54
Closed -$459 – 1867
2025
Q4 		$459 Buy
+54
New +$485 ﹤0.01% 1466

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First Trust Advisors
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State Street
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Vanguard Portfolio Management
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Amundi
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BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bare Financial Services's SHLS Position: Q1 2026 in Review

Bare Financial Services sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 54 shares — an estimated $459 sold.

Bare Financial Services first reported a position in SHLS in Q4 2025 and held it in 1 quarter. The position peaked at $459 in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Bare Financial Services reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 54 Shoals Technologies Group shares in Q1 2026, an estimated $459.
  • Bare Financial Services first reported a position in Shoals Technologies Group in Q4 2025 and held it in 1 quarter.
  • Bare Financial Services's Shoals Technologies Group position peaked at $459 in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.