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Allworth Financial’s Bridger Aerospace BAER Stock Holding History

Allworth Financial’s Portfolio BAER Stock Details BAER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.68K Hold
4,000
– – ﹤0.01% 3887
2026
Q1 		$7.92K Buy
+4,000
New +$9.74K ﹤0.01% 3663

Other funds holding BAER

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First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Allworth Financial's BAER Position: Q2 2026 in Review

Allworth Financial held its Bridger Aerospace (BAER) position steady in Q2 2026 at 4,000 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

Allworth Financial first reported a position in BAER in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.92K in Q1 2026. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

  • Allworth Financial held 4,000 shares of Bridger Aerospace worth $7.68K as of Q2 2026.
  • Allworth Financial left its Bridger Aerospace share count unchanged in Q2 2026.
  • Bridger Aerospace made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3887 holding.
  • Allworth Financial first reported a position in Bridger Aerospace in Q1 2026 and has held it in 2 quarters since.
  • Allworth Financial's Bridger Aerospace position peaked at $7.92K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.