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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
Q2 		$9.5K Buy
39
+18
+86% +$3.85K ﹤0.01% 598
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bare Financial Services increased its WD-40 (WDFC) stake by 86% in Q2 2026, buying an estimated $3.85K and bringing the position to 39 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Bare Financial Services first reported a position in WDFC in Q1 2025 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Bare Financial Services held 39 shares of WD-40 worth $9.5K as of Q2 2026.
  • Bare Financial Services bought 18 WD-40 shares in Q2 2026, an estimated $3.85K.
  • WD-40 made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #598 holding.
  • Bare Financial Services first reported a position in WD-40 in Q1 2025 and has held it in 6 quarters since.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

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