LRI Investments’s BlackBerry BB Stock Holding History

LRI Investments’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	$38K	Sell	3,000 -2,000	-40%	-$14K	﹤0.01%	605
2026 Q1	$16.2K	Hold	5,000	–	–	﹤0.01%	751
2025 Q4	$18.9K	Hold	5,000	–	–	﹤0.01%	715
2025 Q3	$24.4K	Buy	+5,000	New	+$19.8K	﹤0.01%	679

Other funds holding BB

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return