Position in BB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$202,400
New position
Shares Held
16,000
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#179
of 283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Financial Solutions Advisory Group, Inc. holds $6,018,483 across 6 Software - Infrastructure names. BB ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,774 | $4,018,917 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,891 | $644,868 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,443 | $518,364 | |
| 4 | ORCL |
Oracle Corp
|
2,399 | $351,573 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,920 | $282,361 | |
| 6 | BB |
BLACKBERRY Ltd
This page
|
16,000 | $202,400 |
All Filings in BB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,400 | 16,000 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||