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Optimist Retirement Group’s Best Buy BBY Stock Holding History

Optimist Retirement Group’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 		$3.01M Buy
39,694
+294
+0.7% +$19.5K 1.16% 16
2026
Q1 		$2.53M Buy
39,400
+30,783
+357% +$2.02M 1.12% 24
2025
Q4 		$577K Buy
8,617
+5,533
+179% +$422K 0.26% 52
2025
Q3 		$233K Hold
3,084
– – 0.11% 107
2025
Q2 		$207K Hold
3,084
– – 0.1% 111
2025
Q1 		$227K Buy
3,084
+372
+14% +$30.7K 0.11% 101
2024
Q4 		$233K Hold
2,712
– – 0.11% 104
2024
Q3 		$280K Sell
2,712
-775
-22% -$69.8K 0.13% 66
2024
Q2 		$294K Buy
+3,487
New +$277K 0.15% 58

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Optimist Retirement Group's BBY Position: Q2 2026 in Review

Optimist Retirement Group increased its Best Buy (BBY) stake by 0.75% in Q2 2026, buying an estimated $19.5K and bringing the position to 39,694 shares worth $3.01M. The position accounts for 1.16% of the portfolio, ranked #16.

Optimist Retirement Group first reported a position in BBY in Q2 2024 and has held it in 9 quarters since. 586 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Optimist Retirement Group held 39,694 shares of Best Buy worth $3.01M as of Q2 2026.
  • Optimist Retirement Group bought 294 Best Buy shares in Q2 2026, an estimated $19.5K.
  • Best Buy made up 1.16% of Optimist Retirement Group's portfolio in Q2 2026, its #16 holding.
  • Optimist Retirement Group first reported a position in Best Buy in Q2 2024 and has held it in 9 quarters since.
  • 586 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.