Independent Financial Group’s BlackBerry BB Stock Holding History

Independent Financial Group’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
2022 Q4	–	Sell	-12,400	Closed	-$58.3K	–	783
2022 Q3	$58.3K	Hold	12,400	–	–	0.01%	727
2022 Q2	$66.8K	Buy	12,400 +900	+8%	+$5.34K	0.01%	694
2022 Q1	$85.8K	Buy	+11,500	New	+$86.6K	0.01%	761
2021 Q1	–	Sell	-20,845	Closed	-$138K	–	642
2020 Q4	$138K	Sell	20,845 -1,570	-7%	-$9.29K	0.02%	536
2020 Q3	$103K	Sell	22,415 -2,000	-8%	-$9.68K	0.02%	489
2020 Q2	$119K	Buy	24,415 +1,330	+6%	+$6.01K	0.03%	456
2020 Q1	$95.3K	Buy	+23,085	New	+$125K	0.03%	381

Other funds holding BB

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

FFH

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's BB Position: Q4 2022 in Review

Independent Financial Group sold out of BlackBerry (BB) in Q4 2022, closing a stake of 12,400 shares — an estimated $58.3K sold.

Independent Financial Group first reported a position in BB in Q1 2020 and held it in 7 quarters. The position peaked at $138K in Q4 2020. 229 funds tracked by Wall St. Rank hold BB as of Q4 2022.

Independent Financial Group reported no remaining BlackBerry position as of Q4 2022 after selling out during the quarter.
Independent Financial Group sold 12,400 BlackBerry shares in Q4 2022, an estimated $58.3K.
Independent Financial Group first reported a position in BlackBerry in Q1 2020 and held it in 7 quarters.
Independent Financial Group's BlackBerry position peaked at $138K in Q4 2020.
229 funds tracked by Wall St. Rank held BlackBerry as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.