World Equity Group’s BigBear.ai BBAI Stock Holding History

World Equity Group’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	$76.8K	Sell	29,000 -200	-0.7%	-$603	0.03%	256
2026 Q2	$107K	Hold	29,200	–	–	0.02%	372
2026 Q1	$103K	Hold	29,200	–	–	0.03%	366
2025 Q4	$158K	Buy	29,200 +8,200	+39%	+$53.6K	0.04%	325
2025 Q3	$137K	Buy	21,000 +11,000	+110%	+$70.4K	0.03%	346
2025 Q2	$67.9K	Buy	+10,000	New	+$36.1K	0.02%	315

Other funds holding BBAI

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

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

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

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return

World Equity Group's BBAI Position: Q3 2026 in Review

World Equity Group reduced its BigBear.ai (BBAI) stake by 0.68% in Q3 2026, selling an estimated $603 and leaving 29,000 shares worth $76.8K. The position accounts for 0.03% of the portfolio, ranked #256.

World Equity Group first reported a position in BBAI in Q2 2025 and has held it in 6 quarters since. The position peaked at $158K in Q4 2025. 41 funds tracked by Wall St. Rank hold BBAI as of Q3 2026.

World Equity Group held 29,000 shares of BigBear.ai worth $76.8K as of Q3 2026.
World Equity Group sold 200 BigBear.ai shares in Q3 2026, an estimated $603.
BigBear.ai made up 0.03% of World Equity Group's portfolio in Q3 2026, its #256 holding.
World Equity Group first reported a position in BigBear.ai in Q2 2025 and has held it in 6 quarters since.
World Equity Group's BigBear.ai position peaked at $158K in Q4 2025.
41 funds tracked by Wall St. Rank held BigBear.ai as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.