FLP
BBAI icon

Financial Life Planners’s BigBear.ai BBAI Stock Holding History

Financial Life Planners’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 		$3.01K Hold
819
– – ﹤0.01% 282
2026
Q1 		$2.88K Buy
+819
New +$3.8K ﹤0.01% 294

Other funds holding BBAI

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Financial Life Planners's BBAI Position: Q2 2026 in Review

Financial Life Planners held its BigBear.ai (BBAI) position steady in Q2 2026 at 819 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Financial Life Planners first reported a position in BBAI in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Financial Life Planners held 819 shares of BigBear.ai worth $3.01K as of Q2 2026.
  • Financial Life Planners left its BigBear.ai share count unchanged in Q2 2026.
  • BigBear.ai made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #282 holding.
  • Financial Life Planners first reported a position in BigBear.ai in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.