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Avantax Advisory Services’s BigBear.ai BBAI Stock Holding History

Avantax Advisory 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
2025
Q2 		$124K Buy
18,305
+1,341
+8% +$4.85K ﹤0.01% 2271
2025
Q1 		$48.5K Buy
+16,964
New +$80.7K ﹤0.01% 2197
2024
Q4 		– Sell
-10,352
Closed -$15.1K – 2184
2024
Q3 		$15.1K Buy
+10,352
New +$15.3K ﹤0.01% 2110

Other funds holding BBAI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's BBAI Position: Q2 2025 in Review

Avantax Advisory Services increased its BigBear.ai (BBAI) stake by 7.9% in Q2 2025, buying an estimated $4.85K and bringing the position to 18,305 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Avantax Advisory Services first reported a position in BBAI in Q3 2024 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold BBAI as of Q2 2025.

  • Avantax Advisory Services held 18,305 shares of BigBear.ai worth $124K as of Q2 2025.
  • Avantax Advisory Services bought 1,341 BigBear.ai shares in Q2 2025, an estimated $4.85K.
  • BigBear.ai made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2271 holding.
  • Avantax Advisory Services first reported a position in BigBear.ai in Q3 2024 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.