Independent Advisor Alliance’s BigBear.ai BBAI Stock Holding History

Independent Advisor 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
2026 Q2	$105K	Sell	28,559 -5,587	-16%	-$22.3K	﹤0.01%	1011
2026 Q1	$120K	Buy	34,146 +10,030	+42%	+$46.6K	﹤0.01%	1535
2025 Q4	$130K	Buy	24,116 +6,002	+33%	+$39.2K	﹤0.01%	959
2025 Q3	$118K	Buy	+18,114	New	+$116K	﹤0.01%	907
2025 Q2	–	Sell	-21,903	Closed	-$62.6K	–	894
2025 Q1	$62.6K	Buy	+21,903	New	+$104K	﹤0.01%	794
2024 Q2	–	Sell	-22,025	Closed	-$45.2K	–	707
2024 Q1	$45.2K	Buy	+22,025	New	+$48.7K	﹤0.01%	683

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 $3.37T AUM 44.26% 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

Independent Advisor Alliance's BBAI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its BigBear.ai (BBAI) stake by 16% in Q2 2026, selling an estimated $22.3K and leaving 28,559 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Independent Advisor Alliance first reported a position in BBAI in Q1 2024 and has held it in 6 quarters since. The position peaked at $130K in Q4 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

Independent Advisor Alliance held 28,559 shares of BigBear.ai worth $105K as of Q2 2026.
Independent Advisor Alliance sold 5,587 BigBear.ai shares in Q2 2026, an estimated $22.3K.
BigBear.ai made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #1011 holding.
Independent Advisor Alliance first reported a position in BigBear.ai in Q1 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's BigBear.ai position peaked at $130K in Q4 2025.
328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.