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Root Financial Partners’s BigBear.ai BBAI Stock Holding History

Root Financial Partners’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
Q1 		$1.17K Sell
331
-5,050
-94% -$23.5K ﹤0.01% 2548
2025
Q4 		$29.1K Buy
5,381
+4,631
+617% +$30.3K ﹤0.01% 965
2025
Q3 		$4.89K Buy
+750
New +$4.8K ﹤0.01% 1737

Other funds holding BBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Root Financial Partners's BBAI Position: Q1 2026 in Review

Root Financial Partners reduced its BigBear.ai (BBAI) stake by 94% in Q1 2026, selling an estimated $23.5K and leaving 331 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Root Financial Partners first reported a position in BBAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q4 2025. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

  • Root Financial Partners held 331 shares of BigBear.ai worth $1.17K as of Q1 2026.
  • Root Financial Partners sold 5,050 BigBear.ai shares in Q1 2026, an estimated $23.5K.
  • BigBear.ai made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2548 holding.
  • Root Financial Partners first reported a position in BigBear.ai in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's BigBear.ai position peaked at $29.1K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.