Creative Planning
BBAI icon

Creative Planning’s BigBear.ai BBAI Stock Holding History

Creative Planning’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 		$569K Buy
155,040
+29,228
+23% +$117K ﹤0.01% 3099
2026
Q1 		$443K Buy
125,812
+35,527
+39% +$165K ﹤0.01% 3120
2025
Q4 		$488K Buy
90,285
+18,382
+26% +$120K ﹤0.01% 2870
2025
Q3 		$469K Sell
71,903
-14,835
-17% -$95K ﹤0.01% 2782
2025
Q2 		$589K Buy
86,738
+44,162
+104% +$160K ﹤0.01% 2315
2025
Q1 		$122K Buy
42,576
+13,187
+45% +$62.8K ﹤0.01% 3211
2024
Q4 		$131K Buy
29,389
+17,026
+138% +$38.5K ﹤0.01% 3093
2024
Q3 		$18.1K Sell
12,363
-330
-3% -$487 ﹤0.01% 3153
2024
Q2 		$19.2K Buy
12,693
+333
+3% +$520 ﹤0.01% 2986
2024
Q1 		$25.3K Buy
+12,360
New +$27.4K ﹤0.01% 2822

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's BBAI Position: Q2 2026 in Review

Creative Planning increased its BigBear.ai (BBAI) stake by 23% in Q2 2026, buying an estimated $117K and bringing the position to 155,040 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Creative Planning first reported a position in BBAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $589K in Q2 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Creative Planning held 155,040 shares of BigBear.ai worth $569K as of Q2 2026.
  • Creative Planning bought 29,228 BigBear.ai shares in Q2 2026, an estimated $117K.
  • BigBear.ai made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3099 holding.
  • Creative Planning first reported a position in BigBear.ai in Q1 2024 and has held it in 10 quarters since.
  • Creative Planning's BigBear.ai position peaked at $589K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.