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Clearstead Advisors’s Biglari Holdings Class B BH Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-1
Closed -$324 – 2799
2025
Q3 		$324 Buy
+1
New +$305 ﹤0.01% 2792

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's BH Position: Q4 2025 in Review

Clearstead Advisors sold out of Biglari Holdings Class B (BH) in Q4 2025, closing a stake of 1 share — an estimated $324 sold.

Clearstead Advisors first reported a position in BH in Q3 2025 and held it in 1 quarter. The position peaked at $324 in Q3 2025. 107 funds tracked by Wall St. Rank hold BH as of Q4 2025.

  • Clearstead Advisors reported no remaining Biglari Holdings Class B position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1 Biglari Holdings Class B share in Q4 2025, an estimated $324.
  • Clearstead Advisors first reported a position in Biglari Holdings Class B in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Biglari Holdings Class B position peaked at $324 in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.