Parkside Investments’s Bed Bath & Beyond BBBY Stock Holding History

Parkside Investments’s Portfolio BBBY Stock Details BBBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9M	Hold	50,000	–	–	0.32%	52
2026 Q1	$232K	Hold	50,000	–	–	0.03%	94
2025 Q4	$273K	Sell	50,000 -16,000	-24%	-$116K	0.03%	89
2025 Q3	$587K	Sell	66,000 -22,000	-25%	-$182K	0.07%	75
2025 Q2	$550K	Buy	88,000 +22,000	+33%	+$107K	0.07%	75
2025 Q1	$348K	Buy	66,000 +61,600	+1,400%	+$374K	0.05%	83
2024 Q4	$197K	Sell	4,400 -28,600	-87%	-$182K	0.03%	91
2024 Q3	$302K	Buy	33,000 +6,050	+22%	+$62.3K	0.05%	85
2024 Q2	$320K	Buy	26,950 +4,950	+23%	+$87.9K	0.05%	83
2024 Q1	$718K	Sell	22,000 -7,700	-26%	-$198K	0.11%	70
2023 Q4	$748K	Buy	+29,700	New	+$512K	0.13%	72

Other funds holding BBBY

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

J.E. Simmons & Co Dallas, Texas $177M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return