Position in BBY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$157,826
-$157,390 QoQ
Shares Held
2,080
-57.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#654
of 864 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,965,581 across 31 Specialty Retail names. BBY ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
820 | $369,799 | |
| 2 | CASY |
Caseys General Stores Inc
|
430 | $341,753 | |
| 3 | FIVE |
Five Below, Inc
|
1,722 | $309,595 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
6,861 | $216,874 | |
| 5 | BBY |
Best Buy Co Inc
This page
|
2,080 | $157,826 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
6,045 | $139,818 | |
| 7 | MUSA |
Murphy USA Inc.
|
248 | $133,638 | |
| 8 | WSM |
Williams Sonoma Inc
|
571 | $133,097 |
All Filings in BBY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,826 | 2,080 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $315,216 | 4,910 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $754,965 | 11,280 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $571,836 | 7,562 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,715 | 3,705 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $101,874 | 1,384 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $72,671 | 847 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $63,836 | 618 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $45,345 | 538 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $41,751 | 509 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $19,568 | 250 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,268 | 191 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $19,995 | 244 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,922 | 229 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,244 | 215 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $52,951 | 836 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,279 | 81 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $30,451 | 335 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $35,864 | 353 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||