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Kelleher Financial Advisors’s BlackBerry BB Stock Holding History

Kelleher Financial Advisors’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 		$1.26K Buy
+100
New +$698 ﹤0.01% 792
2026
Q1 		– Sell
-100
Closed -$353 – 667
2025
Q4 		$379 Hold
100
– – ﹤0.01% 689
2025
Q3 		$488 Buy
+100
New +$397 ﹤0.01% 627

Other funds holding BB

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kelleher Financial Advisors's BB Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in BlackBerry (BB) in Q2 2026: 100 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in BB as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in BB in Q3 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

  • Kelleher Financial Advisors held 100 shares of BlackBerry worth $1.26K as of Q2 2026.
  • BlackBerry was a new Kelleher Financial Advisors position in Q2 2026.
  • BlackBerry made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #792 holding.
  • Kelleher Financial Advisors first reported a position in BlackBerry in Q3 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.