Bare Financial Services
WDFC icon

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
Q3 		$8.08K Buy
40
+1
+3% +$222 ﹤0.01% 716
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Bare Financial Services increased its WD-40 (WDFC) stake by 2.6% in Q3 2026, buying an estimated $222 and bringing the position to 40 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Bare Financial Services first reported a position in WDFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.5K in Q2 2026. 164 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Bare Financial Services held 40 shares of WD-40 worth $8.08K as of Q3 2026.
  • Bare Financial Services bought 1 WD-40 share in Q3 2026, an estimated $222.
  • WD-40 made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #716 holding.
  • Bare Financial Services first reported a position in WD-40 in Q1 2025 and has held it in 7 quarters since.
  • Bare Financial Services's WD-40 position peaked at $9.5K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

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