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

Opal 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 		$36.7K Buy
+10,000
New +$40K 0.01% 224
2025
Q3 		– Sell
-12,000
Closed -$81.5K – 229
2025
Q2 		$81.5K Hold
12,000
– – 0.02% 298
2025
Q1 		$34.3K Buy
+12,000
New +$57.1K 0.01% 417

Other funds holding BBAI

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

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

Opal Wealth Advisors opened a new position in BigBear.ai (BBAI) in Q2 2026: 10,000 shares worth $36.7K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in BBAI as recently as Q2 2025.

Opal Wealth Advisors first reported a position in BBAI in Q1 2025 and has held it in 3 quarters since. The position peaked at $81.5K in Q2 2025. 53 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Opal Wealth Advisors held 10,000 shares of BigBear.ai worth $36.7K as of Q2 2026.
  • BigBear.ai was a new Opal Wealth Advisors position in Q2 2026.
  • BigBear.ai made up 0.01% of Opal Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Opal Wealth Advisors first reported a position in BigBear.ai in Q1 2025 and has held it in 3 quarters since.
  • Opal Wealth Advisors's BigBear.ai position peaked at $81.5K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.