Cerity Partners’s Bridger Aerospace BAER Stock Holding History

Cerity Partners’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 Q3	$1.57M	Sell	2,229,693 -215,964	-9%	-$303K	﹤0.01%	1760
2026 Q2	$4.7M	Buy	2,445,657 +2,230,299	+1,036%	+$4.41M	0.01%	1131
2026 Q1	$426K	Hold	215,358	–	–	﹤0.01%	2381
2025 Q4	$394K	Sell	215,358 -196	-0.1%	-$342	﹤0.01%	2248
2025 Q3	$399K	Sell	215,554 -1,074	-0.5%	-$2.04K	﹤0.01%	2112
2025 Q2	$418K	Sell	216,628 -122	-0.1%	-$187	﹤0.01%	1964
2025 Q1	$245K	Sell	216,750 -1	-0%	-$2	﹤0.01%	2121
2024 Q4	$462K	Buy	216,751 +177,811	+457%	+$480K	﹤0.01%	1812
2024 Q3	$86.4K	Sell	38,940 -137,531	-78%	-$406K	﹤0.01%	2437
2024 Q2	$660K	Buy	+176,471	New	+$770K	﹤0.01%	1407

Other funds holding BAER

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cerity Partners's BAER Position: Q3 2026 in Review

Cerity Partners reduced its Bridger Aerospace (BAER) stake by 8.8% in Q3 2026, selling an estimated $303K and leaving 2,229,693 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Cerity Partners first reported a position in BAER in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.7M in Q2 2026. 44 funds tracked by Wall St. Rank hold BAER as of Q3 2026.

Cerity Partners held 2,229,693 shares of Bridger Aerospace worth $1.57M as of Q3 2026.
Cerity Partners sold 215,964 Bridger Aerospace shares in Q3 2026, an estimated $303K.
Bridger Aerospace made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #1760 holding.
Cerity Partners first reported a position in Bridger Aerospace in Q2 2024 and has held it in 10 quarters since.
Cerity Partners's Bridger Aerospace position peaked at $4.7M in Q2 2026.
44 funds tracked by Wall St. Rank held Bridger Aerospace as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.