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Overstock shares owned by UMA Financial Services

Quarter-by-quarter ownership of Overstock (BBBY) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Overstock

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All positions including Overstock held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overstock by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 2.6k 9.79
2025-06-30 $1.7k 244 6.88

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Overstock

Toroso Investments
BlackRock
Vanguard Group
Jane Street
Nuveen
Citadel Advisors
Morgan Stanley
Susquehanna International
Hudson Bay Capital Management
Geode Capital Management
Two Sigma Investments
State Street Corporation
Ameriprise Financial
Two Sigma Advisers
Millennium Management

View all funds holding Overstock