Bailard’s Bristow Group VTOL Stock Holding History

Bailard’s Portfolio VTOL Stock Details VTOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,100	Closed	-$286K	–	856
2026 Q1	$286K	Buy	+6,100	New	+$268K	0.01%	622
2024 Q3	–	Sell	-7,200	Closed	-$241K	–	827
2024 Q2	$241K	Buy	+7,200	New	+$223K	0.01%	622

Other funds holding VTOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAAM

Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SDIC

South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

TCA

Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bailard's VTOL Position: Q2 2026 in Review

Bailard sold out of Bristow Group (VTOL) in Q2 2026, closing a stake of 6,100 shares — an estimated $286K sold.

Bailard first reported a position in VTOL in Q2 2024 and held it in 2 quarters. The position peaked at $286K in Q1 2026. 224 funds tracked by Wall St. Rank hold VTOL as of Q2 2026.

Bailard reported no remaining Bristow Group position as of Q2 2026 after selling out during the quarter.
Bailard sold 6,100 Bristow Group shares in Q2 2026, an estimated $286K.
Bailard first reported a position in Bristow Group in Q2 2024 and held it in 2 quarters.
Bailard's Bristow Group position peaked at $286K in Q1 2026.
224 funds tracked by Wall St. Rank held Bristow Group as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.