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Root Financial Partners’s Best Buy BBY Stock Holding History

Root Financial Partners’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 		– Sell
-2,895
Closed -$186K – 701
2026
Q1 		$186K Buy
2,895
+2,357
+438% +$155K 0.01% 349
2025
Q4 		$36K Buy
538
+121
+29% +$9.23K ﹤0.01% 854
2025
Q3 		$31.5K Buy
+417
New +$29.9K ﹤0.01% 865

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's BBY Position: Q2 2026 in Review

Root Financial Partners sold out of Best Buy (BBY) in Q2 2026, closing a stake of 2,895 shares — an estimated $186K sold.

Root Financial Partners first reported a position in BBY in Q3 2025 and held it in 3 quarters. The position peaked at $186K in Q1 2026. 867 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Root Financial Partners reported no remaining Best Buy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,895 Best Buy shares in Q2 2026, an estimated $186K.
  • Root Financial Partners first reported a position in Best Buy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Best Buy position peaked at $186K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.