Root Financial Partners
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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
Q3 		$45 Buy
+17
New +$51 ﹤0.01% 3732
2026
Q2 		– Sell
-331
Closed -$1.16K – 689
2026
Q1 		$1.16K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's BBAI Position: Q3 2026 in Review

Root Financial Partners opened a new position in BigBear.ai (BBAI) in Q3 2026: 17 shares worth $45. The stake represents ﹤0.01% of the portfolio and ranks #3732 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBAI as recently as Q1 2026.

Root Financial Partners first reported a position in BBAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.1K in Q4 2025. 160 funds tracked by Wall St. Rank hold BBAI as of Q3 2026.

  • Root Financial Partners held 17 shares of BigBear.ai worth $45 as of Q3 2026.
  • BigBear.ai was a new Root Financial Partners position in Q3 2026.
  • BigBear.ai made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3732 holding.
  • Root Financial Partners first reported a position in BigBear.ai in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's BigBear.ai position peaked at $29.1K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.