Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Creative Planning's BBAI Position: Q1 2026 in Review

Creative Planning increased its BigBear.ai (BBAI) stake by 39% in Q1 2026, buying an estimated $165K and bringing the position to 125,812 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3120.

Creative Planning first reported a position in BBAI in Q1 2024 and has held it in 9 quarters since. The position peaked at $589K in Q2 2025. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

  • Creative Planning held 125,812 shares of BigBear.ai worth $443K as of Q1 2026.
  • Creative Planning bought 35,527 BigBear.ai shares in Q1 2026, an estimated $165K.
  • BigBear.ai made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3120 holding.
  • Creative Planning first reported a position in BigBear.ai in Q1 2024 and has held it in 9 quarters since.
  • Creative Planning's BigBear.ai position peaked at $589K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.