Cornerstone Wealth Management’s BigBear.ai BBAI Stock Holding History

Cornerstone Wealth Management’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	$32.5K	Sell	12,270 -1,315	-10%	-$3.96K	﹤0.01%	749
2026 Q2	$49.9K	Hold	13,585	–	–	﹤0.01%	736
2026 Q1	$47.8K	Hold	13,585	–	–	﹤0.01%	702
2025 Q4	$73.4K	Buy	13,585 +500	+4%	+$3.27K	﹤0.01%	680
2025 Q3	$85.3K	Buy	13,085 +3,085	+31%	+$19.7K	﹤0.01%	670
2025 Q2	$67.9K	Hold	10,000	–	–	﹤0.01%	639
2025 Q1	$28.6K	Buy	+10,000	New	+$47.6K	﹤0.01%	601

Other funds holding BBAI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cornerstone Wealth Management's BBAI Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its BigBear.ai (BBAI) stake by 9.7% in Q3 2026, selling an estimated $3.96K and leaving 12,270 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Cornerstone Wealth Management first reported a position in BBAI in Q1 2025 and has held it in 7 quarters since. The position peaked at $85.3K in Q3 2025. 118 funds tracked by Wall St. Rank hold BBAI as of Q3 2026.

Cornerstone Wealth Management held 12,270 shares of BigBear.ai worth $32.5K as of Q3 2026.
Cornerstone Wealth Management sold 1,315 BigBear.ai shares in Q3 2026, an estimated $3.96K.
BigBear.ai made up ﹤0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #749 holding.
Cornerstone Wealth Management first reported a position in BigBear.ai in Q1 2025 and has held it in 7 quarters since.
Cornerstone Wealth Management's BigBear.ai position peaked at $85.3K in Q3 2025.
118 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.