Center for Financial Planning’s BlackBerry BB Stock Holding History

Center for Financial Planning’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	$39.9K	Buy	3,158 +100	+3%	+$698	﹤0.01%	356
2026 Q1	$9.91K	Hold	3,058	–	–	﹤0.01%	495
2025 Q4	$11.6K	Buy	3,058 +2,550	+502%	+$11.2K	﹤0.01%	473
2025 Q3	$2.48K	Hold	508	–	–	﹤0.01%	581
2025 Q2	$2.33K	Buy	508 +500	+6,250%	+$1.89K	﹤0.01%	550
2025 Q1	$31	Hold	8	–	–	﹤0.01%	694
2024 Q4	$31	Hold	8	–	–	﹤0.01%	666
2024 Q3	$21	Hold	8	–	–	﹤0.01%	576
2024 Q2	$20	Buy	+8	New	+$22	﹤0.01%	580

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

Center for Financial Planning's BB Position: Q2 2026 in Review

Center for Financial Planning increased its BlackBerry (BB) stake by 3.3% in Q2 2026, buying an estimated $698 and bringing the position to 3,158 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Center for Financial Planning first reported a position in BB in Q2 2024 and has held it in 9 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

Center for Financial Planning held 3,158 shares of BlackBerry worth $39.9K as of Q2 2026.
Center for Financial Planning bought 100 BlackBerry shares in Q2 2026, an estimated $698.
BlackBerry made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #356 holding.
Center for Financial Planning first reported a position in BlackBerry in Q2 2024 and has held it in 9 quarters since.
286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.