J.W. Cole Advisors’s Best Buy BBY Stock Holding History

J.W. Cole 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 Q2	$269K	Buy	+3,546	New	+$236K	﹤0.01%	1336
2025 Q4	–	Sell	-3,232	Closed	-$244K	–	1468
2025 Q3	$244K	Buy	+3,232	New	+$232K	﹤0.01%	1338
2023 Q2	–	Sell	-2,697	Closed	-$211K	–	763
2023 Q1	$211K	Sell	2,697 -132	-5%	-$10.9K	0.02%	714
2022 Q4	$227K	Sell	2,829 -1,088	-28%	-$80.1K	0.02%	649
2022 Q3	$248K	Sell	3,917 -481	-11%	-$35.6K	0.02%	600
2022 Q2	$287K	Sell	4,398 -67	-2%	-$5.58K	0.02%	566
2022 Q1	$406K	Sell	4,465 -672	-13%	-$66.6K	0.03%	518
2021 Q4	$522K	Buy	5,137 +116	+2%	+$13.2K	0.03%	451
2021 Q3	$533K	Buy	5,021 +140	+3%	+$15.7K	0.04%	249
2021 Q2	$561K	Sell	4,881 -40	-0.8%	-$4.67K	0.04%	403
2021 Q1	$565K	Buy	4,921 +1,305	+36%	+$146K	0.05%	359
2020 Q4	$361K	Sell	3,616 -7,160	-66%	-$801K	0.04%	421
2020 Q3	$1.2M	Buy	+10,776	New	+$1.1M	0.09%	224

Other funds holding BBY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's BBY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Best Buy (BBY) in Q2 2026: 3,546 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BBY as recently as Q3 2025.

J.W. Cole Advisors first reported a position in BBY in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2020. 206 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

J.W. Cole Advisors held 3,546 shares of Best Buy worth $269K as of Q2 2026.
Best Buy was a new J.W. Cole Advisors position in Q2 2026.
Best Buy made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1336 holding.
J.W. Cole Advisors first reported a position in Best Buy in Q3 2020 and has held it in 13 quarters since.
J.W. Cole Advisors's Best Buy position peaked at $1.2M in Q3 2020.
206 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.