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

Berger 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
2025
Q3 		– Sell
-3,170
Closed -$213K – 446
2025
Q2 		$213K Sell
3,170
-622
-16% -$42.3K 0.01% 398
2025
Q1 		$279K Sell
3,792
-64,406
-94% -$5.31M 0.02% 342
2024
Q4 		$5.85M Buy
68,198
+421
+0.6% +$38.4K 0.4% 58
2024
Q3 		$7M Sell
67,777
-2,044
-3% -$184K 0.51% 45
2024
Q2 		$5.89M Sell
69,821
-120
-0.2% -$9.53K 0.47% 47
2024
Q1 		$5.74M Buy
69,941
+67,009
+2,285% +$5.1M 0.47% 53
2023
Q4 		$230K Sell
2,932
-34
-1% -$2.39K 0.02% 279
2023
Q3 		$206K Buy
2,966
+125
+4% +$9.66K 0.02% 266
2023
Q2 		$233K Sell
2,841
-63
-2% -$4.71K 0.03% 257
2023
Q1 		$227K Sell
2,904
-348
-11% -$28.7K 0.03% 250
2022
Q4 		$261K Buy
+3,252
New +$239K 0.03% 218
2022
Q3 		– Sell
-3,099
Closed -$202K – 236
2022
Q2 		$202K Sell
3,099
-104
-3% -$8.67K 0.03% 233
2022
Q1 		$291K Sell
3,203
-37,280
-92% -$3.69M 0.04% 213
2021
Q4 		$4.11M Buy
40,483
+1,632
+4% +$186K 0.54% 61
2021
Q3 		$4.11M Buy
38,851
+849
+2% +$95.4K 0.74% 52
2021
Q2 		$4.37M Buy
38,002
+1,495
+4% +$174K 0.79% 49
2021
Q1 		$4.19M Buy
+36,507
New +$4.09M 0.91% 40

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's BBY Position: Q3 2025 in Review

Berger Financial Group sold out of Best Buy (BBY) in Q3 2025, closing a stake of 3,170 shares — an estimated $213K sold.

Berger Financial Group first reported a position in BBY in Q1 2021 and held it in 17 quarters. The position peaked at $7M in Q3 2024. 865 funds tracked by Wall St. Rank hold BBY as of Q3 2025.

  • Berger Financial Group reported no remaining Best Buy position as of Q3 2025 after selling out during the quarter.
  • Berger Financial Group sold 3,170 Best Buy shares in Q3 2025, an estimated $213K.
  • Berger Financial Group first reported a position in Best Buy in Q1 2021 and held it in 17 quarters.
  • Berger Financial Group's Best Buy position peaked at $7M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held Best Buy as of Q3 2025.

Based on Berger Financial Group's 13F filing for Q3 2025, filed 14 Oct 2025.