BFG
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Beacon Financial Group’s Best Buy BBY Stock Holding History

Beacon Financial Group’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
3,278
+37
+1% +$2.46K 0.02% 340
2026
Q1 		$208K Buy
3,241
+3
+0.1% +$197 0.02% 338
2025
Q4 		$217K Buy
3,238
+10
+0.3% +$763 0.02% 331
2025
Q3 		$244K Buy
3,228
+18
+0.6% +$1.29K 0.02% 317
2025
Q2 		$215K Buy
3,210
+14
+0.4% +$951 0.02% 322
2025
Q1 		$235K Buy
3,196
+6
+0.2% +$495 0.03% 307
2024
Q4 		$274K Sell
3,190
-4
-0.1% -$365 0.03% 295
2024
Q3 		$330K Buy
3,194
+12
+0.4% +$1.08K 0.04% 269
2024
Q2 		$268K Buy
3,182
+14
+0.4% +$1.11K 0.03% 282
2024
Q1 		$260K Buy
3,168
+4
+0.1% +$304 0.03% 294
2023
Q4 		$248K Buy
3,164
+5
+0.2% +$352 0.03% 287
2023
Q3 		$242K Buy
3,159
+4
+0.1% +$309 0.03% 230
2023
Q2 		$263K Buy
3,155
+4
+0.1% +$299 0.04% 216
2023
Q1 		$236K Buy
3,151
+4
+0.1% +$330 0.03% 213
2022
Q4 		$253K Buy
3,147
+5
+0.2% +$368 0.03% 221
2022
Q3 		$204K Buy
3,142
+4
+0.1% +$296 0.03% 224
2022
Q2 		$229K Sell
3,138
-1,297
-29% -$108K 0.03% 218
2022
Q1 		$412K Buy
4,435
+2
+0% +$198 0.05% 204
2021
Q4 		$453K Sell
4,433
-60
-1% -$6.83K 0.06% 203
2021
Q3 		$492K Buy
4,493
+63
+1% +$7.08K 0.07% 193
2021
Q2 		$490K Buy
4,430
+204
+5% +$23.8K 0.07% 182
2021
Q1 		$485K Hold
4,226
– – 0.08% 170
2020
Q4 		$485K Buy
+4,226
New +$473K 0.08% 174
2018
Q2 		– Sell
-2,999
Closed -$210K – 192
2018
Q1 		$210K Buy
+2,999
New +$216K 0.04% 206
2016
Q1 		– Sell
-12,828
Closed -$390K – 169
2015
Q4 		$390K Buy
+12,828
New +$424K 0.09% 130

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Beacon Financial Group's BBY Position: Q2 2026 in Review

Beacon Financial Group increased its Best Buy (BBY) stake by 1.1% in Q2 2026, buying an estimated $2.46K and bringing the position to 3,278 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #340.

Beacon Financial Group first reported a position in BBY in Q4 2015 and has held it in 25 quarters since. The position peaked at $492K in Q3 2021. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Beacon Financial Group held 3,278 shares of Best Buy worth $249K as of Q2 2026.
  • Beacon Financial Group bought 37 Best Buy shares in Q2 2026, an estimated $2.46K.
  • Best Buy made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #340 holding.
  • Beacon Financial Group first reported a position in Best Buy in Q4 2015 and has held it in 25 quarters since.
  • Beacon Financial Group's Best Buy position peaked at $492K in Q3 2021.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.