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 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

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return