Marshall & Sterling Wealth Advisors’s BlackBerry BB Stock Holding History

Marshall & Sterling Wealth 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 Q1	$1.65K	Hold	510	–	–	﹤0.01%	296
2025 Q4	$1.93K	Hold	510	–	–	﹤0.01%	294
2025 Q3	$2.49K	Hold	510	–	–	﹤0.01%	551
2025 Q2	$2.34K	Buy	510 +210	+70%	+$792	﹤0.01%	536
2025 Q1	$1.13K	Hold	300	–	–	﹤0.01%	577
2024 Q4	$1.13K	Buy	+300	New	+$797	﹤0.01%	330

Other funds holding BB

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

Legal & General Group

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

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

VOYA Investment Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return