Citigroup
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Citigroup’s Bridger Aerospace BAER Stock Holding History

Citigroup’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 		$59.9K Buy
+85,296
New +$120K ﹤0.01% 4642
2025
Q3 		– Sell
-11,397
Closed -$22K – 6081
2025
Q2 		$22K Buy
11,397
+4,432
+64% +$6.81K ﹤0.01% 5049
2025
Q1 		$7.87K Sell
6,965
-9,256
-57% -$20.3K ﹤0.01% 5230
2024
Q4 		$34.6K Buy
16,221
+9,109
+128% +$24.6K ﹤0.01% 5178
2024
Q3 		$15.8K Buy
7,112
+5,115
+256% +$15.1K ﹤0.01% 5225
2024
Q2 		$7.47K Buy
+1,997
New +$8.72K ﹤0.01% 5208

Other funds holding BAER

Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel Pasadena, California $3.14B AUM 23.84% 1-Year Est. Return
Scratch Capital
Scratch Capital Boise, Idaho $157M AUM 12.32% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Citigroup's BAER Position: Q3 2026 in Review

Citigroup opened a new position in Bridger Aerospace (BAER) in Q3 2026: 85,296 shares worth $59.9K. The stake represents ﹤0.01% of the portfolio and ranks #4642 among its holdings. This is a return to the name: Citigroup previously reported a position in BAER as recently as Q2 2025.

Citigroup first reported a position in BAER in Q2 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold BAER as of Q3 2026.

  • Citigroup held 85,296 shares of Bridger Aerospace worth $59.9K as of Q3 2026.
  • Bridger Aerospace was a new Citigroup position in Q3 2026.
  • Bridger Aerospace made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #4642 holding.
  • Citigroup first reported a position in Bridger Aerospace in Q2 2024 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Bridger Aerospace as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.