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

Kingswood 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	$44.6K	Sell	12,140 -1,650	-12%	-$6.6K	﹤0.01%	986
2026 Q1	$48.5K	Buy	13,790 +613	+5%	+$2.85K	﹤0.01%	917
2025 Q4	$71.2K	Sell	13,177 -96,846	-88%	-$633K	﹤0.01%	857
2025 Q3	$717K	Sell	110,023 -15,113	-12%	-$96.7K	0.04%	383
2025 Q2	$850K	Buy	125,136 +101,493	+429%	+$367K	0.07%	294
2025 Q1	$69.4K	Buy	+23,643	New	+$113K	0.01%	716

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 40.91% 1-Year Est. Return

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

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

Kingswood Wealth Advisors reduced its BigBear.ai (BBAI) stake by 12% in Q2 2026, selling an estimated $6.6K and leaving 12,140 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Kingswood Wealth Advisors first reported a position in BBAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $850K in Q2 2025. 327 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

Kingswood Wealth Advisors held 12,140 shares of BigBear.ai worth $44.6K as of Q2 2026.
Kingswood Wealth Advisors sold 1,650 BigBear.ai shares in Q2 2026, an estimated $6.6K.
BigBear.ai made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #986 holding.
Kingswood Wealth Advisors first reported a position in BigBear.ai in Q1 2025 and has held it in 6 quarters since.
Kingswood Wealth Advisors's BigBear.ai position peaked at $850K in Q2 2025.
327 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.