A&I Financial Services’s BigBear.ai BBAI Stock Holding History

A&I Financial Services’s Portfolio BBAI Stock Details BBAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.5K	Hold	10,000	–	–	0.01%	77
2026 Q2	$36.7K	Buy	+10,000	New	+$40K	0.02%	75

Other funds holding BBAI

Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

A&I Financial Services's BBAI Position: Q3 2026 in Review

A&I Financial Services held its BigBear.ai (BBAI) position steady in Q3 2026 at 10,000 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #77.

A&I Financial Services first reported a position in BBAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $36.7K in Q2 2026. 56 funds tracked by Wall St. Rank hold BBAI as of Q3 2026.

A&I Financial Services held 10,000 shares of BigBear.ai worth $26.5K as of Q3 2026.
A&I Financial Services left its BigBear.ai share count unchanged in Q3 2026.
BigBear.ai made up 0.01% of A&I Financial Services's portfolio in Q3 2026, its #77 holding.
A&I Financial Services first reported a position in BigBear.ai in Q2 2026 and has held it in 2 quarters since.
A&I Financial Services's BigBear.ai position peaked at $36.7K in Q2 2026.
56 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.