GA
BBY icon

GoalVest Advisory’s Best Buy BBY Stock Holding History

GoalVest Advisory’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
Q3 		$16K Buy
+181
New +$15.6K ﹤0.01% 353
2025
Q4 		– Sell
-110
Closed -$8.32K – 516
2025
Q3 		$8.32K Hold
110
– – ﹤0.01% 340
2025
Q2 		$7.38K Buy
+110
New +$7.47K ﹤0.01% 319
2024
Q4 		– Sell
-143
Closed -$14.8K – 384
2024
Q3 		$14.8K Buy
+143
New +$12.9K ﹤0.01% 290

Other funds holding BBY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GoalVest Advisory's BBY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Best Buy (BBY) in Q3 2026: 181 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BBY as recently as Q3 2025.

GoalVest Advisory first reported a position in BBY in Q3 2024 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold BBY as of Q3 2026.

  • GoalVest Advisory held 181 shares of Best Buy worth $16K as of Q3 2026.
  • Best Buy was a new GoalVest Advisory position in Q3 2026.
  • Best Buy made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #353 holding.
  • GoalVest Advisory first reported a position in Best Buy in Q3 2024 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Best Buy as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.