Sowell Financial Services’s BlackBerry BB Stock Holding History

Sowell Financial Services’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	$160K	Buy	+12,662	New	+$88.4K	0.01%	1109
2021 Q2	–	Sell	-2,200	Closed	-$18K	–	726
2021 Q1	$18K	Buy	2,200 +40	+2%	+$449	﹤0.01%	2087
2020 Q4	$14K	Hold	2,160	–	–	﹤0.01%	1876
2020 Q3	$10K	Hold	2,160	–	–	﹤0.01%	1799
2020 Q2	$11K	Hold	2,160	–	–	﹤0.01%	1650
2020 Q1	$9K	Buy	2,160 +80	+4%	+$435	﹤0.01%	1621
2019 Q4	$13K	Sell	2,080 -80	-4%	-$439	﹤0.01%	1586
2019 Q3	$11K	Buy	+2,160	New	+$15.2K	﹤0.01%	1495
2017 Q1	–	Sell	-1,000	Closed	-$7K	–	279
2016 Q4	$7K	Buy	+1,000	New	+$7.43K	﹤0.01%	508

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

Sowell Financial Services's BB Position: Q2 2026 in Review

Sowell Financial Services opened a new position in BlackBerry (BB) in Q2 2026: 12,662 shares worth $160K. The stake represents 0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in BB as recently as Q1 2021.

Sowell Financial Services first reported a position in BB in Q4 2016 and has held it in 9 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

Sowell Financial Services held 12,662 shares of BlackBerry worth $160K as of Q2 2026.
BlackBerry was a new Sowell Financial Services position in Q2 2026.
BlackBerry made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1109 holding.
Sowell Financial Services first reported a position in BlackBerry in Q4 2016 and has held it in 9 quarters since.
286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.