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

Physician 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	$1.69K	Buy	461 +124	+37%	+$496	﹤0.01%	1568
2026 Q1	$1.19K	Hold	337	–	–	﹤0.01%	1582
2025 Q4	$1.82K	Hold	337	–	–	﹤0.01%	1330
2025 Q3	$2.2K	Hold	337	–	–	﹤0.01%	1182
2025 Q2	$2.29K	Hold	337	–	–	﹤0.01%	998
2025 Q1	$964	Buy	+337	New	+$1.6K	﹤0.01%	1095

Other funds holding BBAI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Physician Wealth Advisors increased its BigBear.ai (BBAI) stake by 37% in Q2 2026, buying an estimated $496 and bringing the position to 461 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Physician Wealth Advisors first reported a position in BBAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.29K in Q2 2025. 106 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

Physician Wealth Advisors held 461 shares of BigBear.ai worth $1.69K as of Q2 2026.
Physician Wealth Advisors bought 124 BigBear.ai shares in Q2 2026, an estimated $496.
BigBear.ai made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1568 holding.
Physician Wealth Advisors first reported a position in BigBear.ai in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's BigBear.ai position peaked at $2.29K in Q2 2025.
106 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

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