Sargent Investment Group’s BigBear.ai BBAI Stock Holding History

Sargent Investment Group’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	$327K	Sell	92,900 -14,250	-13%	-$66.2K	0.04%	196
2025 Q4	$579K	Sell	107,150 -49,000	-31%	-$320K	0.07%	147
2025 Q3	$1.02M	Hold	156,150	–	–	0.15%	92
2025 Q2	$1.05M	Buy	156,150 +83,000	+113%	+$300K	0.14%	98
2025 Q1	$209K	Sell	73,150 -157,750	-68%	-$751K	0.03%	215
2024 Q4	$688K	Buy	+230,900	New	+$522K	0.11%	117

Other funds holding BBAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Sargent Investment Group's BBAI Position: Q1 2026 in Review

Sargent Investment Group reduced its BigBear.ai (BBAI) stake by 13% in Q1 2026, selling an estimated $66.2K and leaving 92,900 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #196.

Sargent Investment Group first reported a position in BBAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2025. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

Sargent Investment Group held 92,900 shares of BigBear.ai worth $327K as of Q1 2026.
Sargent Investment Group sold 14,250 BigBear.ai shares in Q1 2026, an estimated $66.2K.
BigBear.ai made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #196 holding.
Sargent Investment Group first reported a position in BigBear.ai in Q4 2024 and has held it in 6 quarters since.
Sargent Investment Group's BigBear.ai position peaked at $1.05M in Q2 2025.
325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.