Rothwell Investment Advisors, LLC’s BlackBerry BB Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BB Stock Details BB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.25K	Buy	+360	New	+$3.17K	﹤0.01%	978

Other funds holding BB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Loftus Peak Sydney, Australia $781M AUM

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in BlackBerry (BB) in Q3 2026: 360 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

123 funds tracked by Wall St. Rank hold BB as of Q3 2026.

Rothwell Investment Advisors, LLC held 360 shares of BlackBerry worth $3.25K as of Q3 2026.
BlackBerry was a new Rothwell Investment Advisors, LLC position in Q3 2026.
BlackBerry made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #978 holding.
123 funds tracked by Wall St. Rank held BlackBerry as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.