Pension & Wealth Management Advisors’s BlackBerry BB Stock Holding History

Pension & Wealth Management 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 Q3	$28.4K	Buy	+3,143	New	+$27.7K	0.01%	561

Other funds holding BB

LPPL

Loftus Peak Pty Ltd Sydney, Australia $781M AUM

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Pension & Wealth Management Advisors's BB Position: Q3 2026 in Review

Pension & Wealth Management Advisors opened a new position in BlackBerry (BB) in Q3 2026: 3,143 shares worth $28.4K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

19 funds tracked by Wall St. Rank hold BB as of Q3 2026.

Pension & Wealth Management Advisors held 3,143 shares of BlackBerry worth $28.4K as of Q3 2026.
BlackBerry was a new Pension & Wealth Management Advisors position in Q3 2026.
BlackBerry made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q3 2026, its #561 holding.
19 funds tracked by Wall St. Rank held BlackBerry as of Q3 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.