Position in BBY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$315,216
-$439,749 QoQ
Shares Held
4,910
-56.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,055,180 across 30 Specialty Retail names. BBY ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
1,670 | $872,922 | |
| 2 | FIVE |
Five Below, Inc
|
2,275 | $519,787 | |
| 3 | CASY |
Caseys General Stores Inc
|
470 | $342,087 | |
| 4 | BBY |
Best Buy Co Inc
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|
4,910 | $315,216 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
4,904 | $222,147 | |
| 6 | WSM |
Williams Sonoma Inc
|
953 | $173,752 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
8,938 | $166,868 | |
| 8 | MUSA |
Murphy USA Inc.
|
263 | $129,906 |
All Filings in BBY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||