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Summit Trail Advisors’s Best Buy BBY Stock Holding History

Summit Trail Advisors’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 		$3.33M Buy
43,947
+8,212
+23% +$545K 0.04% 314
2026
Q1 		$2.29M Buy
35,735
+10,771
+43% +$707K 0.03% 440
2025
Q4 		$1.69M Buy
24,964
+1,836
+8% +$140K 0.03% 506
2025
Q3 		$1.77M Buy
23,128
+6,689
+41% +$480K 0.02% 515
2025
Q2 		$1.12M Buy
+16,439
New +$1.12M 0.02% 433
2018
Q1 		– Sell
-663
Closed -$50K – 550
2017
Q4 		$50K Buy
+663
New +$39.2K 0.01% 817

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Summit Trail Advisors's BBY Position: Q2 2026 in Review

Summit Trail Advisors increased its Best Buy (BBY) stake by 23% in Q2 2026, buying an estimated $545K and bringing the position to 43,947 shares worth $3.33M. The position accounts for 0.04% of the portfolio, ranked #314.

Summit Trail Advisors first reported a position in BBY in Q4 2017 and has held it in 6 quarters since. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Summit Trail Advisors held 43,947 shares of Best Buy worth $3.33M as of Q2 2026.
  • Summit Trail Advisors bought 8,212 Best Buy shares in Q2 2026, an estimated $545K.
  • Best Buy made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #314 holding.
  • Summit Trail Advisors first reported a position in Best Buy in Q4 2017 and has held it in 6 quarters since.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.