BFS
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Bare Financial Services’s WD-40 WDFC Stock Holding History

Bare Financial Services’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.28K Buy
21
+1
+5% +$223 ﹤0.01% 719
2025
Q4 		$3.94K Buy
20
+10
+100% +$1.97K ﹤0.01% 622
2025
Q3 		$1.98K Sell
10
-12
-55% -$2.6K ﹤0.01% 811
2025
Q2 		$5.02K Buy
22
+17
+340% +$4K ﹤0.01% 476
2025
Q1 		$1.22K Buy
+5
New +$1.18K ﹤0.01% 483

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bare Financial Services increased its WD-40 (WDFC) stake by 5% in Q1 2026, buying an estimated $223 and bringing the position to 21 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Bare Financial Services first reported a position in WDFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.02K in Q2 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Bare Financial Services held 21 shares of WD-40 worth $4.28K as of Q1 2026.
  • Bare Financial Services bought 1 WD-40 share in Q1 2026, an estimated $223.
  • WD-40 made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #719 holding.
  • Bare Financial Services first reported a position in WD-40 in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's WD-40 position peaked at $5.02K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

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