Exencial Wealth Advisors’s Best Buy BBY Stock Holding History

Exencial Wealth Advisors’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
2026 Q1	–	Sell	-3,996	Closed	-$267K	–	567
2025 Q4	$267K	Buy	+3,996	New	+$305K	0.01%	487

Other funds holding BBY

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Exencial Wealth Advisors's BBY Position: Q1 2026 in Review

Exencial Wealth Advisors sold out of Best Buy (BBY) in Q1 2026, closing a stake of 3,996 shares — an estimated $267K sold.

Exencial Wealth Advisors first reported a position in BBY in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

Exencial Wealth Advisors reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
Exencial Wealth Advisors sold 3,996 Best Buy shares in Q1 2026, an estimated $267K.
Exencial Wealth Advisors first reported a position in Best Buy in Q4 2025 and held it in 1 quarter.
Exencial Wealth Advisors's Best Buy position peaked at $267K in Q4 2025.
860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.