Comprehensive Financial Consultants Institutional, Inc. BBY BEST BUY INCORPORATED

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  18 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported BEST BUY INCORPORATED (BBY) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.71% in 2024 Q3. The latest visible filing shows BBY at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in BEST BUY INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBY was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Consultants Institutional, Inc. held BBY — position size vs. price
% of Fund (quarterly)    BBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 64,477 +6,464 +11.1% 1.23% $4.1M 2026-05-08 $59.40
2025 Q4 ADDED 58,013 +1,360 +2.4% 1.17% $3.9M 2026-01-29 $64.17
2025 Q3 ADDED 56,653 +2,363 +4.4% 1.33% $4.3M 2025-10-16 $76.35
2025 Q2 ADDED 54,290 +5,032 +10.2% 1.20% $3.6M 2025-07-22 $65.41
2025 Q1 ADDED 49,258 +1,914 +4.0% 1.29% $3.6M 2025-05-15 $68.95
2024 Q4 ADDED 47,344 +1,898 +4.2% 1.48% $4.1M 2025-01-24 $79.20
2024 Q3 ADDED 45,446 +547 +1.2% 1.71% $4.7M 2024-10-31 $83.63
2024 Q2 ADDED 44,899 +4,565 +11.3% 1.48% $3.8M 2024-07-17 $81.68
2024 Q1 ADDED 40,334 +1,756 +4.6% 1.37% $3.3M 2024-05-02 $65.69
2023 Q4 ADDED 38,578 +2,916 +8.2% 1.40% $3.0M 2024-01-24 $65.70
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Comprehensive Financial Consultants Institutional, Inc. and BBY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning BBY?

Comprehensive Financial Consultants Institutional, Inc. reported BBY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BBY position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for BBY was 1.71% in 2024 Q3.

What is the latest reported BBY position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Consultants Institutional, Inc. reported 64,477 shares, equal to 1.23% of portfolio, with an estimated market value of $4.1M.

What does the chart on this BBY ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly BBY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Comprehensive Financial Consultants Institutional, Inc. time their BBY position?

Based on 13F filing dates vs. subsequent BBY price moves, Comprehensive Financial Consultants Institutional, Inc. correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on BBY relative to SPY over the holding period was -19.7%.

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