J.W. COLE ADVISORS, INC. BBY — BEST BUY INC

Ownership history in J.W. COLE ADVISORS, INC.  ·  12 quarters on record

AI Ownership Summary

J.W. COLE ADVISORS, INC. reported BEST BUY INC (BBY) in 12 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows BBY at 0.00% 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 J.W. COLE ADVISORS, INC.'s position in BEST BUY INC, 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
2025 Q3

BBY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

BBY stock page J.W. COLE ADVISORS, INC. fund profile J.W. COLE ADVISORS, INC. full holdings
How J.W. COLE ADVISORS, 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 3,232 +535 +19.8% 0.00% $244K 2025-11-05 $78.63
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBY

As of 2026 Q1 — sorted by position size

Catherine Avery Investment Management LLC 2.73% Cambridge Financial Group, Inc. 3Y 7Y 2.46% Rock Point Advisors, LLC 3Y 7Y 1.8% Wealth Advisors of Tampa Bay, LLC 3Y 7Y 1.58% William Allan Corp 3Y 1.43% Gilman Hill Asset Management, LLC 3Y 7Y 1.34% Comprehensive Financial Consultants Institutional, Inc. 3Y 1.23% CONNING INC. 3Y 7Y 1.14% Optimist Retirement Group LLC 1.12% AFFINITY INVESTMENT ADVISORS, LLC 3Y 7Y 1.09%

FAQ About J.W. COLE ADVISORS, 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 J.W. COLE ADVISORS, INC. reported owning BBY?

J.W. COLE ADVISORS, INC. reported BBY across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported BBY position in J.W. COLE ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for BBY was 0.00% in 2025 Q3.

What is the latest reported BBY position on this page?

The most recent filing on this page is 2025 Q3, when J.W. COLE ADVISORS, INC. reported 3,232 shares, equal to 0.00% of portfolio, with an estimated market value of $244K.

What does the chart on this BBY ownership page compare?

The chart compares J.W. COLE ADVISORS, 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 J.W. COLE ADVISORS, INC. time their BBY position?

Based on 13F filing dates vs. subsequent BBY price moves, J.W. COLE ADVISORS, INC. correctly timed 3 out of 11 reported position changes (27%). The annualised alpha on BBY relative to SPY over the holding period was -22.3%.

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