Phoenix Financial’s Best Buy BBY Stock Holding History

Phoenix 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
2026 Q1	–	Sell	-4,776	Closed	-$321K	–	493
2025 Q4	$321K	Buy	+4,776	New	+$364K	﹤0.01%	371

Other funds holding BBY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

Phoenix Financial's BBY Position: Q1 2026 in Review

Phoenix Financial sold out of Best Buy (BBY) in Q1 2026, closing a stake of 4,776 shares — an estimated $321K sold.

Phoenix Financial first reported a position in BBY in Q4 2025 and held it in 1 quarter. The position peaked at $321K in Q4 2025. 863 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

Phoenix Financial reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 4,776 Best Buy shares in Q1 2026, an estimated $321K.
Phoenix Financial first reported a position in Best Buy in Q4 2025 and held it in 1 quarter.
Phoenix Financial's Best Buy position peaked at $321K in Q4 2025.
863 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.