Bare Financial Services
ULS icon

Bare Financial Services’s UL Solutions ULS Stock Holding History

Bare Financial Services’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.25K Sell
19
-14
-42% -$1.1K ﹤0.01% 1382
2026
Q2 		$3.36K Sell
33
-6
-15% -$567 ﹤0.01% 999
2026
Q1 		$3.34K Buy
39
+20
+105% +$1.58K ﹤0.01% 811
2025
Q4 		$1.5K Buy
+19
New +$1.52K ﹤0.01% 973
2025
Q3 		– Sell
-15
Closed -$1.09K – 1470
2025
Q2 		$1.09K Buy
+15
New +$982 ﹤0.01% 895

Other funds holding ULS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

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

Bare Financial Services reduced its UL Solutions (ULS) stake by 42% in Q3 2026, selling an estimated $1.1K and leaving 19 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Bare Financial Services first reported a position in ULS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q2 2026. 160 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Bare Financial Services held 19 shares of UL Solutions worth $1.25K as of Q3 2026.
  • Bare Financial Services sold 14 UL Solutions shares in Q3 2026, an estimated $1.1K.
  • UL Solutions made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1382 holding.
  • Bare Financial Services first reported a position in UL Solutions in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's UL Solutions position peaked at $3.36K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

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