Apella Capital’s BlackBerry BB Stock Holding History

Apella Capital’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 Q2	$160K	Hold	14,455	–	–	﹤0.01%	679
2026 Q1	$70.3K	Buy	+14,455	New	+$51.1K	﹤0.01%	669

Other funds holding BB

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Apella Capital's BB Position: Q2 2026 in Review

Apella Capital held its BlackBerry (BB) position steady in Q2 2026 at 14,455 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Apella Capital first reported a position in BB in Q1 2026 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

Apella Capital held 14,455 shares of BlackBerry worth $160K as of Q2 2026.
Apella Capital left its BlackBerry share count unchanged in Q2 2026.
BlackBerry made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #679 holding.
Apella Capital first reported a position in BlackBerry in Q1 2026 and has held it in 2 quarters since.
286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.