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Fiduciary Alliance’s BigBear.ai BBAI Stock Holding History

Fiduciary Alliance’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
2025
Q4 		– Sell
-6,500
Closed -$42.4K – 514
2025
Q3 		$42.4K Buy
+6,500
New +$41.6K ﹤0.01% 495

Other funds holding BBAI

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Alliance's BBAI Position: Q2 2026 in Review

Fiduciary Alliance sold out of BigBear.ai (BBAI) in Q2 2026, closing a stake of 679,066 shares — an estimated $2.57M sold.

Fiduciary Alliance first reported a position in BBAI in Q3 2025 and held it in 3 quarters. The position peaked at $3.18M in Q4 2025. 50 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Fiduciary Alliance reported no remaining BigBear.ai position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 679,066 BigBear.ai shares in Q2 2026, an estimated $2.57M.
  • Fiduciary Alliance first reported a position in BigBear.ai in Q3 2025 and held it in 3 quarters.
  • Fiduciary Alliance's BigBear.ai position peaked at $3.18M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.