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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 		– Sell
-410,000
Closed -$12.5K – 928
2026
Q1 		$12.5K Buy
410,000
+407,700
+17,726% +$1.89M ﹤0.01% 871
2025
Q4 		$12.4K Sell
2,300
-457,700
-100% -$2.99M ﹤0.01% 1012
2025
Q3 		$30K Buy
+460,000
New +$2.94M ﹤0.01% 1029

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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

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. 53 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.
  • 53 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.