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Mark Sheptoff Financial Planning’s BigBear.ai BBAI Stock Holding History

Mark Sheptoff Financial Planning’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 		$3.67K Hold
1,000
– – ﹤0.01% 472
2026
Q1 		$4.14K Hold
1,000
– – ﹤0.01% 453
2025
Q4 		$5.4K Hold
1,000
– – ﹤0.01% 424
2025
Q3 		$6.52K Sell
1,000
-500
-33% -$3.2K ﹤0.01% 382
2025
Q2 		$10.2K Buy
1,500
+1,000
+200% +$3.61K 0.01% 338
2025
Q1 		$1.43K Buy
+500
New +$2.38K ﹤0.01% 414

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 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's BBAI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its BigBear.ai (BBAI) position steady in Q2 2026 at 1,000 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Mark Sheptoff Financial Planning first reported a position in BBAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2K in Q2 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,000 shares of BigBear.ai worth $3.67K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its BigBear.ai share count unchanged in Q2 2026.
  • BigBear.ai made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #472 holding.
  • Mark Sheptoff Financial Planning first reported a position in BigBear.ai in Q1 2025 and has held it in 6 quarters since.
  • Mark Sheptoff Financial Planning's BigBear.ai position peaked at $10.2K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.