Global Retirement Partners’s BlackBerry BB Stock Holding History

Global Retirement Partners’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	$50.3K	Buy	+3,977	New	+$27.8K	﹤0.01%	2520
2025 Q4	$940	Hold	248	–	–	﹤0.01%	3897
2025 Q3	$1.21K	Hold	248	–	–	﹤0.01%	3482
2025 Q2	$1.14K	Buy	+248	New	+$936	﹤0.01%	3411
2024 Q4	$181	Hold	48	–	–	﹤0.01%	3514
2024 Q3	$126	Hold	48	–	–	﹤0.01%	3399
2024 Q2	$119	Hold	48	–	–	﹤0.01%	3448
2024 Q1	$132	Sell	48 -50	-51%	-$146	﹤0.01%	3288
2023 Q4	$333	Hold	98	–	–	﹤0.01%	3161
2023 Q3	$418	Hold	98	–	–	﹤0.01%	2998
2023 Q2	$542	Hold	98	–	–	﹤0.01%	2935
2023 Q1	$428	Buy	+98	New	+$389	﹤0.01%	2957
2022 Q4	–	Sell	-1,000	Closed	-$5K	–	3027
2022 Q3	$5K	Hold	1,000	–	–	﹤0.01%	1906
2022 Q2	$5K	Hold	1,000	–	–	﹤0.01%	1858
2022 Q1	$6K	Buy	+1,000	New	+$7.53K	﹤0.01%	1810
2021 Q1	–	Sell	-2,000	Closed	-$13K	–	1775
2020 Q4	$13K	Hold	2,000	–	–	﹤0.01%	1178
2020 Q3	$9K	Hold	2,000	–	–	﹤0.01%	1159
2020 Q2	$10K	Hold	2,000	–	–	﹤0.01%	1104
2020 Q1	$8K	Sell	2,000 -1,400	-41%	-$7.61K	﹤0.01%	1079
2019 Q4	$22K	Sell	3,400 -1,000	-23%	-$5.49K	﹤0.01%	900
2019 Q3	$23K	Hold	4,400	–	–	﹤0.01%	845
2019 Q2	$33K	Buy	+4,400	New	+$38.2K	0.01%	716
2017 Q4	–	Sell	-78	Closed	-$1K	–	1426
2017 Q3	$1K	Buy	+78	New	+$734	﹤0.01%	1160

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

Global Retirement Partners's BB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackBerry (BB) in Q2 2026: 3,977 shares worth $50.3K. The stake represents ﹤0.01% of the portfolio and ranks #2520 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BB as recently as Q4 2025.

Global Retirement Partners first reported a position in BB in Q3 2017 and has held it in 23 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

Global Retirement Partners held 3,977 shares of BlackBerry worth $50.3K as of Q2 2026.
BlackBerry was a new Global Retirement Partners position in Q2 2026.
BlackBerry made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2520 holding.
Global Retirement Partners first reported a position in BlackBerry in Q3 2017 and has held it in 23 quarters since.
286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.