Institute for Wealth Management’s BlackBerry BB Stock Holding History

Institute for Wealth Management’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	$110	Buy	+9	New	+$63	﹤0.01%	1737

Other funds holding BB

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Institute for Wealth Management's BB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackBerry (BB) in Q2 2026: 9 shares worth $110. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings.

122 funds tracked by Wall St. Rank hold BB as of Q2 2026.

Institute for Wealth Management held 9 shares of BlackBerry worth $110 as of Q2 2026.
BlackBerry was a new Institute for Wealth Management position in Q2 2026.
BlackBerry made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1737 holding.
122 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.