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 Q2	$6.45K	Hold	510	–	–	﹤0.01%	260
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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its BlackBerry (BB) position steady in Q2 2026 at 510 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Marshall & Sterling Wealth Advisors first reported a position in BB in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

Marshall & Sterling Wealth Advisors held 510 shares of BlackBerry worth $6.45K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its BlackBerry share count unchanged in Q2 2026.
BlackBerry made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #260 holding.
Marshall & Sterling Wealth Advisors first reported a position in BlackBerry in Q4 2024 and has held it in 7 quarters since.
286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.