True Wealth Design’s BigBear.ai BBAI Stock Holding History

True Wealth Design’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
2025 Q2	–	Sell	-9	Closed	-$26	–	2591
2025 Q1	$26	Buy	+9	New	+$43	﹤0.01%	2533

Other funds holding BBAI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

True Wealth Design's BBAI Position: Q2 2025 in Review

True Wealth Design sold out of BigBear.ai (BBAI) in Q2 2025, closing a stake of 9 shares — an estimated $26 sold.

True Wealth Design first reported a position in BBAI in Q1 2025 and held it in 1 quarter. The position peaked at $26 in Q1 2025. 268 funds tracked by Wall St. Rank hold BBAI as of Q2 2025.

True Wealth Design reported no remaining BigBear.ai position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 9 BigBear.ai shares in Q2 2025, an estimated $26.
True Wealth Design first reported a position in BigBear.ai in Q1 2025 and held it in 1 quarter.
True Wealth Design's BigBear.ai position peaked at $26 in Q1 2025.
268 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.