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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
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 $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

Summit Financial's BBAI Position: Q1 2026 in Review

Summit Financial reduced its BigBear.ai (BBAI) stake by 0.12% in Q1 2026, selling an estimated $325 and leaving 58,083 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Summit Financial first reported a position in BBAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $337K in Q3 2025. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

  • Summit Financial held 58,083 shares of BigBear.ai worth $204K as of Q1 2026.
  • Summit Financial sold 70 BigBear.ai shares in Q1 2026, an estimated $325.
  • BigBear.ai made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1343 holding.
  • Summit Financial first reported a position in BigBear.ai in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's BigBear.ai position peaked at $337K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.