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Capstone Financial Advisors’s Bath & Body Works BBWI Stock Holding History

Capstone Financial Advisors’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$199K Hold
10,657
– – 0.01% 172
2025
Q4 		$214K Buy
+10,657
New +$235K 0.01% 166

Other funds holding BBWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Capstone Financial Advisors's BBWI Position: Q1 2026 in Review

Capstone Financial Advisors held its Bath & Body Works (BBWI) position steady in Q1 2026 at 10,657 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #172.

Capstone Financial Advisors first reported a position in BBWI in Q4 2025 and has held it in 2 quarters since. The position peaked at $214K in Q4 2025. 466 funds tracked by Wall St. Rank hold BBWI as of Q1 2026.

  • Capstone Financial Advisors held 10,657 shares of Bath & Body Works worth $199K as of Q1 2026.
  • Capstone Financial Advisors left its Bath & Body Works share count unchanged in Q1 2026.
  • Bath & Body Works made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #172 holding.
  • Capstone Financial Advisors first reported a position in Bath & Body Works in Q4 2025 and has held it in 2 quarters since.
  • Capstone Financial Advisors's Bath & Body Works position peaked at $214K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.