Wealth Enhancement Advisory Services’s BigBear.ai BBAI Stock Holding History

Wealth Enhancement Advisory Services’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	$60.2K	Sell	24,867 -4,516	-15%	-$13.6K	﹤0.01%	4018
2026 Q2	$96.1K	Buy	29,383 +6,879	+31%	+$27.5K	﹤0.01%	3805
2026 Q1	$80.6K	Sell	22,504 -9,881	-31%	-$45.9K	﹤0.01%	3360
2025 Q4	$208K	Buy	32,385 +5,980	+23%	+$39.1K	﹤0.01%	3250
2025 Q3	$196K	Sell	26,405 -1,536	-5%	-$9.8K	﹤0.01%	3152
2025 Q2	$217K	Buy	27,941 +8,964	+47%	+$32.4K	﹤0.01%	2919
2025 Q1	$54.3K	Sell	18,977 -975	-5%	-$4.64K	﹤0.01%	2840
2024 Q4	$88.8K	Buy	+19,952	New	+$45.1K	﹤0.01%	2818

Other funds holding BBAI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's BBAI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its BigBear.ai (BBAI) stake by 15% in Q3 2026, selling an estimated $13.6K and leaving 24,867 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4018.

Wealth Enhancement Advisory Services first reported a position in BBAI in Q4 2024 and has held it in 8 quarters since. The position peaked at $217K in Q2 2025. 193 funds tracked by Wall St. Rank hold BBAI as of Q3 2026.

Wealth Enhancement Advisory Services held 24,867 shares of BigBear.ai worth $60.2K as of Q3 2026.
Wealth Enhancement Advisory Services sold 4,516 BigBear.ai shares in Q3 2026, an estimated $13.6K.
BigBear.ai made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4018 holding.
Wealth Enhancement Advisory Services first reported a position in BigBear.ai in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's BigBear.ai position peaked at $217K in Q2 2025.
193 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.