SWM
BBAI icon

SHP Wealth Management’s BigBear.ai BBAI Stock Holding History

SHP Wealth Management’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 		$3.06K Buy
869
+35
+4% +$163 ﹤0.01% 1182
2025
Q4 		$4.5K Buy
+834
New +$5.45K ﹤0.01% 1004

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's BBAI Position: Q1 2026 in Review

SHP Wealth Management increased its BigBear.ai (BBAI) stake by 4.2% in Q1 2026, buying an estimated $163 and bringing the position to 869 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

SHP Wealth Management first reported a position in BBAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.5K in Q4 2025. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

  • SHP Wealth Management held 869 shares of BigBear.ai worth $3.06K as of Q1 2026.
  • SHP Wealth Management bought 35 BigBear.ai shares in Q1 2026, an estimated $163.
  • BigBear.ai made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1182 holding.
  • SHP Wealth Management first reported a position in BigBear.ai in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's BigBear.ai position peaked at $4.5K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.