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Asset Planning Inc’s BigBear.ai BBAI Stock Holding History

Asset Planning Inc’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
Q2 		$5.5K Sell
1,500
-400
-21% -$1.6K ﹤0.01% 273
2026
Q1 		$6.69K Buy
1,900
+400
+27% +$1.86K ﹤0.01% 251
2025
Q4 		$8.1K Hold
1,500
– – 0.01% 240
2025
Q3 		$9.78K Hold
1,500
– – 0.01% 236
2025
Q2 		$10.2K Hold
1,500
– – 0.01% 232
2025
Q1 		$4.29K Buy
+1,500
New +$7.14K ﹤0.01% 266

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset Planning Inc's BBAI Position: Q2 2026 in Review

Asset Planning Inc reduced its BigBear.ai (BBAI) stake by 21% in Q2 2026, selling an estimated $1.6K and leaving 1,500 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Asset Planning Inc first reported a position in BBAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2K in Q2 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Asset Planning Inc held 1,500 shares of BigBear.ai worth $5.5K as of Q2 2026.
  • Asset Planning Inc sold 400 BigBear.ai shares in Q2 2026, an estimated $1.6K.
  • BigBear.ai made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #273 holding.
  • Asset Planning Inc first reported a position in BigBear.ai in Q1 2025 and has held it in 6 quarters since.
  • Asset Planning Inc's BigBear.ai position peaked at $10.2K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.