EverSource Wealth Advisors’s BigBear.ai BBAI Stock Holding History

EverSource 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	$3.93K	Buy	1,070 +348	+48%	+$1.39K	﹤0.01%	3407
2026 Q1	$2.54K	Buy	722 +344	+91%	+$1.6K	﹤0.01%	3557
2025 Q4	$2.04K	Sell	378 -326	-46%	-$2.13K	﹤0.01%	3491
2025 Q3	$4.59K	Buy	704 +147	+26%	+$941	﹤0.01%	3196
2025 Q2	$3.78K	Buy	557 +404	+264%	+$1.46K	﹤0.01%	3275
2025 Q1	$438	Buy	153 +147	+2,450%	+$700	﹤0.01%	3501
2024 Q4	$27	Buy	+6	New	+$14	﹤0.01%	3692

Other funds holding BBAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EverSource Wealth Advisors's BBAI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its BigBear.ai (BBAI) stake by 48% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,070 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

EverSource Wealth Advisors first reported a position in BBAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.59K in Q3 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

EverSource Wealth Advisors held 1,070 shares of BigBear.ai worth $3.93K as of Q2 2026.
EverSource Wealth Advisors bought 348 BigBear.ai shares in Q2 2026, an estimated $1.39K.
BigBear.ai made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3407 holding.
EverSource Wealth Advisors first reported a position in BigBear.ai in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's BigBear.ai position peaked at $4.59K in Q3 2025.
328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.