KINGSWOOD WEALTH ADVISORS, LLC
Position in BBAI — BigBear.ai Holdings, Inc.
CIK 1987855
SAN DIEGO, CA
Position in BBAI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$44,553
-$3,987 QoQ
Shares Held
12,140
-12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 324 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBAI Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $8,388,574 across 6 Information Technology Services names. BBAI ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
22,545 | $6,339,879 | |
| 2 | APLD |
Applied Digital Corp.
|
16,166 | $602,991 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
13,974 | $543,309 | |
| 4 | CIFR |
Cipher Digital Inc.
|
21,850 | $535,325 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,355 | $322,517 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
This page
|
12,140 | $44,553 |
All Filings in BBAI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,553 | 12,140 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $48,540 | 13,790 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $71,155 | 13,177 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $717,349 | 110,023 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $849,673 | 125,136 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $67,618 | 23,643 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||