PFGIA
BBBY

Patriot Financial Group Insurance Agency’s Bed Bath & Beyond BBBY Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-49,012
Closed -$227K – 509
2026
Q1 		$227K Buy
49,012
+26,077
+114% +$146K 0.01% 636
2025
Q4 		$125K Buy
22,935
+2,601
+13% +$18.9K 0.01% 494
2025
Q3 		$181K Buy
20,334
+1,361
+7% +$11.3K 0.02% 470
2025
Q2 		$119K Sell
18,973
-4,230
-18% -$20.5K 0.01% 516
2025
Q1 		$122K Buy
+23,203
New +$141K 0.02% 471
2022
Q3 		– Sell
-74
Closed -$2K – 619
2022
Q2 		$2K Sell
74
-9
-11% -$271 ﹤0.01% 1721
2022
Q1 		$3K Sell
83
-412
-83% -$18.3K ﹤0.01% 1748
2021
Q4 		$27K Buy
495
+9
+2% +$680 ﹤0.01% 1088
2021
Q3 		$34K Buy
486
+9
+2% +$624 0.01% 1007
2021
Q2 		$40K Buy
477
+37
+8% +$2.69K 0.01% 908
2021
Q1 		$27K Hold
440
– – 0.01% 980
2020
Q4 		$19K Buy
+440
New +$26K ﹤0.01% 987

Other funds holding BBBY

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BBBY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Bed Bath & Beyond (BBBY) in Q2 2026, closing a stake of 49,012 shares — an estimated $227K sold.

Patriot Financial Group Insurance Agency first reported a position in BBBY in Q4 2020 and held it in 12 quarters. The position peaked at $227K in Q1 2026. 88 funds tracked by Wall St. Rank hold BBBY as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Bed Bath & Beyond position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 49,012 Bed Bath & Beyond shares in Q2 2026, an estimated $227K.
  • Patriot Financial Group Insurance Agency first reported a position in Bed Bath & Beyond in Q4 2020 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's Bed Bath & Beyond position peaked at $227K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.