B. Riley Wealth Advisors’s BigBear.ai BBAI Stock Holding History

B. Riley Wealth Advisors’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	$47.1K	Sell	13,070 -15,030	-53%	-$60.1K	﹤0.01%	874
2026 Q1	$85.4K	Buy	28,100 +1,800	+7%	+$8.36K	0.01%	790
2025 Q4	$142K	Buy	26,300 +13,000	+98%	+$84.9K	0.01%	906
2025 Q3	$86.7K	Buy	+13,300	New	+$85.1K	﹤0.01%	966
2024 Q2	–	Sell	-13,000	Closed	-$19.6K	–	1400
2024 Q1	$19.6K	Hold	13,000	–	–	﹤0.01%	1427
2023 Q4	$27.8K	Hold	13,000	–	–	﹤0.01%	1365
2023 Q3	$19.6K	Buy	+13,000	New	+$22.6K	﹤0.01%	1427
2023 Q2	–	Sell	-41,000	Closed	-$100K	–	1544
2023 Q1	$100K	Buy	+41,000	New	+$109K	﹤0.01%	1383

Other funds holding BBAI

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

B. Riley Wealth Advisors's BBAI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its BigBear.ai (BBAI) stake by 53% in Q2 2026, selling an estimated $60.1K and leaving 13,070 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

B. Riley Wealth Advisors first reported a position in BBAI in Q1 2023 and has held it in 8 quarters since. The position peaked at $142K in Q4 2025. 49 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

B. Riley Wealth Advisors held 13,070 shares of BigBear.ai worth $47.1K as of Q2 2026.
B. Riley Wealth Advisors sold 15,030 BigBear.ai shares in Q2 2026, an estimated $60.1K.
BigBear.ai made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #874 holding.
B. Riley Wealth Advisors first reported a position in BigBear.ai in Q1 2023 and has held it in 8 quarters since.
B. Riley Wealth Advisors's BigBear.ai position peaked at $142K in Q4 2025.
49 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.