Cerity Partners’s Biglari Holdings Class B BH Stock Holding History

Cerity Partners’s Portfolio BH Stock Details BH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,091	Closed	-$453K	–	2640
2025 Q1	$453K	Buy	+2,091	New	+$477K	﹤0.01%	1816

Other funds holding BH

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cerity Partners's BH Position: Q2 2025 in Review

Cerity Partners sold out of Biglari Holdings Class B (BH) in Q2 2025, closing a stake of 2,091 shares — an estimated $453K sold.

Cerity Partners first reported a position in BH in Q1 2025 and held it in 1 quarter. The position peaked at $453K in Q1 2025. 92 funds tracked by Wall St. Rank hold BH as of Q2 2025.

Cerity Partners reported no remaining Biglari Holdings Class B position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 2,091 Biglari Holdings Class B shares in Q2 2025, an estimated $453K.
Cerity Partners first reported a position in Biglari Holdings Class B in Q1 2025 and held it in 1 quarter.
Cerity Partners's Biglari Holdings Class B position peaked at $453K in Q1 2025.
92 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.