Root Financial Partners’s BlackBerry BB Stock Holding History

Root Financial Partners’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	–	Sell	-15	Closed	-$49	–	688
2026 Q1	$49	Hold	15	–	–	﹤0.01%	3378
2025 Q4	$57	Buy	+15	New	+$66	﹤0.01%	2369

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

Root Financial Partners's BB Position: Q2 2026 in Review

Root Financial Partners sold out of BlackBerry (BB) in Q2 2026, closing a stake of 15 shares — an estimated $49 sold.

Root Financial Partners first reported a position in BB in Q4 2025 and held it in 2 quarters. The position peaked at $57 in Q4 2025. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

Root Financial Partners reported no remaining BlackBerry position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 15 BlackBerry shares in Q2 2026, an estimated $49.
Root Financial Partners first reported a position in BlackBerry in Q4 2025 and held it in 2 quarters.
Root Financial Partners's BlackBerry position peaked at $57 in Q4 2025.
286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.