Valley National Advisers’s Best Buy BBY Stock Holding History

Valley National Advisers’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	$10K	Sell	163 -2	-1%	-$131	﹤0.01%	596
2025 Q4	$11K	Buy	165 +2	+1%	+$153	﹤0.01%	583
2025 Q3	$12K	Sell	163 -2	-1%	-$143	﹤0.01%	529
2025 Q2	$11K	Hold	165	–	–	﹤0.01%	537
2025 Q1	$12K	Sell	165 -5	-3%	-$412	﹤0.01%	531
2024 Q4	$14K	Sell	170 -16	-9%	-$1.46K	﹤0.01%	496
2024 Q3	$19K	Sell	186 -290	-61%	-$26.1K	﹤0.01%	446
2024 Q2	$40K	Sell	476 -13,057	-96%	-$1.04M	0.01%	428
2024 Q1	$1.11M	Sell	13,533 -326	-2%	-$24.8K	0.17%	110
2023 Q4	$1.08M	Sell	13,859 -170	-1%	-$12K	0.17%	109
2023 Q3	$975K	Sell	14,029 -565	-4%	-$43.7K	0.17%	107
2023 Q2	$1.2M	Buy	14,594 +245	+2%	+$18.3K	0.2%	95
2023 Q1	$1.05M	Buy	14,349 +1,254	+10%	+$103K	0.19%	105
2022 Q4	$1.12M	Sell	13,095 -613	-4%	-$45.1K	0.2%	98
2022 Q3	$912K	Buy	13,708 +932	+7%	+$69K	0.19%	107
2022 Q2	$906K	Buy	12,776 +470	+4%	+$39.2K	0.19%	97
2022 Q1	$1.12M	Buy	12,306 +10,508	+584%	+$1.04M	0.21%	99
2021 Q4	$183K	Buy	+1,798	New	+$205K	0.03%	234

Other funds holding BBY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Raymond James Financial

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