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

Diversify 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
Q2 		– Sell
-22,251
Closed -$85K – 1291
2026
Q1 		$85K Buy
22,251
+2,251
+11% +$10.5K ﹤0.01% 1120
2025
Q4 		$122K Hold
20,000
– – 0.01% 609
2025
Q3 		$126K Hold
20,000
– – 0.01% 525
2025
Q2 		$119K Buy
+20,000
New +$72.3K 0.01% 524

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

Diversify Wealth Management's BBAI Position: Q2 2026 in Review

Diversify Wealth Management sold out of BigBear.ai (BBAI) in Q2 2026, closing a stake of 22,251 shares — an estimated $85K sold.

Diversify Wealth Management first reported a position in BBAI in Q2 2025 and held it in 4 quarters. The position peaked at $126K in Q3 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Diversify Wealth Management reported no remaining BigBear.ai position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 22,251 BigBear.ai shares in Q2 2026, an estimated $85K.
  • Diversify Wealth Management first reported a position in BigBear.ai in Q2 2025 and held it in 4 quarters.
  • Diversify Wealth Management's BigBear.ai position peaked at $126K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.