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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Asset Planning Inc's BBAI Position: Q1 2026 in Review

Asset Planning Inc increased its BigBear.ai (BBAI) stake by 27% in Q1 2026, buying an estimated $1.86K and bringing the position to 1,900 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Asset Planning Inc first reported a position in BBAI in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.2K in Q2 2025. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

  • Asset Planning Inc held 1,900 shares of BigBear.ai worth $6.69K as of Q1 2026.
  • Asset Planning Inc bought 400 BigBear.ai shares in Q1 2026, an estimated $1.86K.
  • BigBear.ai made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #251 holding.
  • Asset Planning Inc first reported a position in BigBear.ai in Q1 2025 and has held it in 5 quarters since.
  • Asset Planning Inc's BigBear.ai position peaked at $10.2K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.