Asset Planning Inc
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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
Q3 		$3.98K Hold
1,500
– – ﹤0.01% 276
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 		$9.8K 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

Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
SBI Securities
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
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Planning Inc's BBAI Position: Q3 2026 in Review

Asset Planning Inc held its BigBear.ai (BBAI) position steady in Q3 2026 at 1,500 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Asset Planning Inc first reported a position in BBAI in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.2K in Q2 2025. 56 funds tracked by Wall St. Rank hold BBAI as of Q3 2026.

  • Asset Planning Inc held 1,500 shares of BigBear.ai worth $3.98K as of Q3 2026.
  • Asset Planning Inc left its BigBear.ai share count unchanged in Q3 2026.
  • BigBear.ai made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #276 holding.
  • Asset Planning Inc first reported a position in BigBear.ai in Q1 2025 and has held it in 7 quarters since.
  • Asset Planning Inc's BigBear.ai position peaked at $10.2K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.