Financials · Commodity Contracts Brokers & Dealers · NYSE · CIK 1690437 · Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $39.62Day −1.44%1Y +21.1%Off 52W high −27.5%Vol (1Y) 27.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,234 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BAR is not in the screener universe.
| YTD−6.8% |
| 1Y+21.1% |
| 3Y+104.4% |
| 5Y+120.5% |
| Since incept. (ann.)+13.2% |
Total return through 2026-07-28 · series begins 2017-08-31. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)27.6% |
| Ann. volatility (3Y)20.4% |
| Sharpe (1Y)0.84 |
| Sharpe (3Y)1.30 |
| Max drawdown (1Y)−26.3% |
| Max drawdown (3Y)−26.3% |
| Beta (3Y vs SPY)0.04 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.5M | $116M | — | −2.7% |
| Richard Bernstein Advisors LLC | 2.2M | $99M | — | −2.0% |
| Bank of New York Mellon Corp | 692,049 | $32M | — | −1.0% |
| LPL Financial LLC | 655,122 | $30M | — | +25.9% |
| ENVESTNET ASSET MANAGEMENT INC | 630,227 | $29M | — | −8.5% |
| ROYAL BANK OF CANADA | 573,021 | $26M | — | −4.0% |
| Rockefeller Capital Management L.P. | 459,652 | $21M | — | −0.9% |
| Advyzon Investment Management, LLC | 437,991 | $20M | — | −3.1% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for BAR.
