CIA
BBBY

Concurrent Investment Advisors’s Bed Bath & Beyond BBBY Stock Holding History

Concurrent Investment Advisors’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,300
Closed -$127K – 1797
2025
Q3 		$127K Buy
+14,300
New +$118K ﹤0.01% 1404

Other funds holding BBBY

LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

Concurrent Investment Advisors's BBBY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Bed Bath & Beyond (BBBY) stake by 35% in Q2 2026, selling an estimated $96.1K and leaving 32,783 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Concurrent Investment Advisors first reported a position in BBBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 43 funds tracked by Wall St. Rank hold BBBY as of Q2 2026.

  • Concurrent Investment Advisors held 32,783 shares of Bed Bath & Beyond worth $190K as of Q2 2026.
  • Concurrent Investment Advisors sold 17,507 Bed Bath & Beyond shares in Q2 2026, an estimated $96.1K.
  • Bed Bath & Beyond made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1962 holding.
  • Concurrent Investment Advisors first reported a position in Bed Bath & Beyond in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Bed Bath & Beyond position peaked at $263K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.