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Integrated Wealth Concepts’s BigBear.ai BBAI Stock Holding History

Integrated Wealth Concepts’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 		$231K Buy
63,047
+2,714
+4% +$10.9K ﹤0.01% 2244
2026
Q1 		$212K Buy
+60,333
New +$280K ﹤0.01% 2076
2025
Q4 		– Sell
-30,956
Closed -$202K – 1650
2025
Q3 		$202K Buy
+30,956
New +$198K ﹤0.01% 1858

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 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Concepts's BBAI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its BigBear.ai (BBAI) stake by 4.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 63,047 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Integrated Wealth Concepts first reported a position in BBAI in Q3 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Integrated Wealth Concepts held 63,047 shares of BigBear.ai worth $231K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,714 BigBear.ai shares in Q2 2026, an estimated $10.9K.
  • BigBear.ai made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2244 holding.
  • Integrated Wealth Concepts first reported a position in BigBear.ai in Q3 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.