Toth Financial Advisory’s BigBear.ai BBAI Stock Holding History

Toth Financial Advisory’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	$31.8K	Hold	12,000	–	–	﹤0.01%	441
2026 Q2	$44K	Hold	12,000	–	–	﹤0.01%	396
2026 Q1	$42.2K	Hold	12,000	–	–	﹤0.01%	378
2025 Q4	$64.8K	Hold	12,000	–	–	0.01%	316
2025 Q3	$78.2K	Buy	12,000 +2,000	+20%	+$12.8K	0.01%	291
2025 Q2	$67.9K	Hold	10,000	–	–	0.01%	275
2025 Q1	$28.6K	Buy	10,000 +3,000	+43%	+$14.3K	﹤0.01%	360
2024 Q4	$31.1K	Hold	7,000	–	–	﹤0.01%	350
2024 Q3	$10.2K	Hold	7,000	–	–	﹤0.01%	454
2024 Q2	$10.6K	Buy	7,000 +2,000	+40%	+$3.13K	﹤0.01%	457
2024 Q1	$10.3K	Hold	5,000	–	–	﹤0.01%	456
2023 Q4	$10.7K	Buy	5,000 +3,000	+150%	+$4.86K	﹤0.01%	444
2023 Q3	$3.02K	Buy	+2,000	New	+$3.48K	﹤0.01%	595

Other funds holding BBAI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory's BBAI Position: Q3 2026 in Review

Toth Financial Advisory held its BigBear.ai (BBAI) position steady in Q3 2026 at 12,000 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Toth Financial Advisory first reported a position in BBAI in Q3 2023 and has held it in 13 quarters since. The position peaked at $78.2K in Q3 2025. 12 funds tracked by Wall St. Rank hold BBAI as of Q3 2026.

Toth Financial Advisory held 12,000 shares of BigBear.ai worth $31.8K as of Q3 2026.
Toth Financial Advisory left its BigBear.ai share count unchanged in Q3 2026.
BigBear.ai made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #441 holding.
Toth Financial Advisory first reported a position in BigBear.ai in Q3 2023 and has held it in 13 quarters since.
Toth Financial Advisory's BigBear.ai position peaked at $78.2K in Q3 2025.
12 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.