Position in BBAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,874
+$8,422 QoQ
Shares Held
58,004
-0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#116
of 323 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBAI Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Summit Financial, LLC holds $18,647,391 across 7 Information Technology Services names. BBAI ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
53,805 | $15,130,504 | |
| 2 | ACN |
Accenture plc
|
11,509 | $1,432,179 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
5,742 | $786,366 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
4,240 | $584,017 | |
| 5 | CIFR |
Cipher Digital Inc.
|
12,213 | $299,218 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
This page
|
58,004 | $212,874 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
1,964 | $202,233 |
All Filings in BBAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,874 | 58,004 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $204,452 | 58,083 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $314,026 | 58,153 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $337,181 | 51,715 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||