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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's BBY Position: Q1 2026 in Review

Root Financial Partners increased its Best Buy (BBY) stake by 438% in Q1 2026, buying an estimated $155K and bringing the position to 2,895 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #349.

Root Financial Partners first reported a position in BBY in Q3 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Root Financial Partners held 2,895 shares of Best Buy worth $186K as of Q1 2026.
  • Root Financial Partners bought 2,357 Best Buy shares in Q1 2026, an estimated $155K.
  • Best Buy made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #349 holding.
  • Root Financial Partners first reported a position in Best Buy in Q3 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.