CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Bridger Aerospace BAER Stock Holding History

CAPTRUST Financial Advisors’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 		$49.4K Buy
25,750
+3,472
+16% +$6.87K ﹤0.01% 3137
2026
Q1 		$44.1K Buy
22,278
+7,692
+53% +$18.7K ﹤0.01% 2910
2025
Q4 		$26.7K Buy
14,586
+3,831
+36% +$6.69K ﹤0.01% 2705
2025
Q3 		$19.9K Sell
10,755
-13,282
-55% -$25.2K ﹤0.01% 2602
2025
Q2 		$46.4K Buy
24,037
+3,508
+17% +$5.39K ﹤0.01% 2432
2025
Q1 		$23.2K Buy
+20,529
New +$45.1K ﹤0.01% 2314

Other funds holding BAER

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
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 $846M AUM 17.33% 1-Year Est. Return

CAPTRUST Financial Advisors's BAER Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Bridger Aerospace (BAER) stake by 16% in Q2 2026, buying an estimated $6.87K and bringing the position to 25,750 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

CAPTRUST Financial Advisors first reported a position in BAER in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

  • CAPTRUST Financial Advisors held 25,750 shares of Bridger Aerospace worth $49.4K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,472 Bridger Aerospace shares in Q2 2026, an estimated $6.87K.
  • Bridger Aerospace made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3137 holding.
  • CAPTRUST Financial Advisors first reported a position in Bridger Aerospace in Q1 2025 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.