Klein Pavlis & Peasley Financial’s Best Buy BBY Stock Holding History

Klein Pavlis & Peasley Financial’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
2025 Q2	–	Sell	-33,600	Closed	-$2.5M	–	75
2025 Q1	$2.5M	Buy	33,600 +7,200	+27%	+$594K	1.8%	21
2024 Q4	$2.27M	Buy	26,400 +8,640	+49%	+$789K	1.83%	19
2024 Q3	$1.83M	Sell	17,760 -9,840	-36%	-$887K	1.47%	22
2024 Q2	$2.33M	Buy	27,600 +2,000	+8%	+$159K	2.07%	16
2024 Q1	$2.1M	Buy	25,600 +5,300	+26%	+$403K	1.9%	17
2023 Q4	$1.59M	Buy	+20,300	New	+$1.43M	1.48%	19

Other funds holding BBY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Klein Pavlis & Peasley Financial's BBY Position: Q2 2025 in Review

Klein Pavlis & Peasley Financial sold out of Best Buy (BBY) in Q2 2025, closing a stake of 33,600 shares — an estimated $2.5M sold.

Klein Pavlis & Peasley Financial first reported a position in BBY in Q4 2023 and held it in 6 quarters. The position peaked at $2.5M in Q1 2025. 815 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

Klein Pavlis & Peasley Financial reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
Klein Pavlis & Peasley Financial sold 33,600 Best Buy shares in Q2 2025, an estimated $2.5M.
Klein Pavlis & Peasley Financial first reported a position in Best Buy in Q4 2023 and held it in 6 quarters.
Klein Pavlis & Peasley Financial's Best Buy position peaked at $2.5M in Q1 2025.
815 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2025, filed 17 Jul 2025.