SOA Wealth Advisors’s BlackBerry BB Stock Holding History

SOA 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
2025 Q4	–	Sell	-176	Closed	-$859	–	875
2025 Q3	$859	Hold	176	–	–	﹤0.01%	773
2025 Q2	$806	Hold	176	–	–	﹤0.01%	765
2025 Q1	$664	Hold	176	–	–	﹤0.01%	770
2024 Q4	$665	Hold	176	–	–	﹤0.01%	761
2024 Q3	$461	Hold	176	–	–	﹤0.01%	753
2024 Q2	$436	Hold	176	–	–	﹤0.01%	771
2024 Q1	$486	Hold	176	–	–	﹤0.01%	806
2023 Q4	$623	Hold	176	–	–	﹤0.01%	788
2023 Q3	$829	Hold	176	–	–	﹤0.01%	791
2023 Q2	$973	Hold	176	–	–	﹤0.01%	783
2023 Q1	$803	Hold	176	–	–	﹤0.01%	811
2022 Q4	$574	Hold	176	–	–	﹤0.01%	836
2022 Q3	$0	Hold	176	–	–	﹤0.01%	827
2022 Q2	$0	Hold	176	–	–	﹤0.01%	817
2022 Q1	$1K	Hold	176	–	–	﹤0.01%	834
2021 Q4	$1K	Hold	176	–	–	﹤0.01%	807
2021 Q3	$1K	Hold	176	–	–	﹤0.01%	821
2021 Q2	$2K	Hold	176	–	–	﹤0.01%	757
2021 Q1	$1K	Buy	+176	New	+$1.97K	﹤0.01%	746

Other funds holding BB

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOA Wealth Advisors's BB Position: Q4 2025 in Review

SOA Wealth Advisors sold out of BlackBerry (BB) in Q4 2025, closing a stake of 176 shares — an estimated $859 sold.

SOA Wealth Advisors first reported a position in BB in Q1 2021 and held it in 19 quarters. The position peaked at $2K in Q2 2021. 221 funds tracked by Wall St. Rank hold BB as of Q4 2025.

SOA Wealth Advisors reported no remaining BlackBerry position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 176 BlackBerry shares in Q4 2025, an estimated $859.
SOA Wealth Advisors first reported a position in BlackBerry in Q1 2021 and held it in 19 quarters.
SOA Wealth Advisors's BlackBerry position peaked at $2K in Q2 2021.
221 funds tracked by Wall St. Rank held BlackBerry as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.