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Summit Financial’s BigBear.ai BBAI Stock Holding History

Summit Financial’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 		$213K Sell
58,004
-79
-0.1% -$316 ﹤0.01% 1503
2026
Q1 		$204K Sell
58,083
-70
-0.1% -$325 ﹤0.01% 1343
2025
Q4 		$314K Buy
58,153
+6,438
+12% +$42.1K ﹤0.01% 1068
2025
Q3 		$337K Buy
+51,715
New +$331K 0.01% 1024

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Financial's BBAI Position: Q2 2026 in Review

Summit Financial reduced its BigBear.ai (BBAI) stake by 0.14% in Q2 2026, selling an estimated $316 and leaving 58,004 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Summit Financial first reported a position in BBAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q3 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Summit Financial held 58,004 shares of BigBear.ai worth $213K as of Q2 2026.
  • Summit Financial sold 79 BigBear.ai shares in Q2 2026, an estimated $316.
  • BigBear.ai made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1503 holding.
  • Summit Financial first reported a position in BigBear.ai in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's BigBear.ai position peaked at $337K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.