EverSource Wealth Advisors’s Bridger Aerospace BAER Stock Holding History

EverSource Wealth 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	–	Sell	-22	Closed	-$44	–	4406
2026 Q1	$44	Sell	22 -121	-85%	-$295	﹤0.01%	4327
2025 Q4	$262	Sell	143 -166	-54%	-$290	﹤0.01%	3994
2025 Q3	$572	Sell	309 -143	-32%	-$271	﹤0.01%	3917
2025 Q2	$872	Buy	452 +348	+335%	+$535	﹤0.01%	3766
2025 Q1	$118	Buy	+104	New	+$229	﹤0.01%	3801

Other funds holding BAER

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

EverSource Wealth Advisors's BAER Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Bridger Aerospace (BAER) in Q2 2026, closing a stake of 22 shares — an estimated $44 sold.

EverSource Wealth Advisors first reported a position in BAER in Q1 2025 and held it in 5 quarters. The position peaked at $872 in Q2 2025. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

EverSource Wealth Advisors reported no remaining Bridger Aerospace position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 22 Bridger Aerospace shares in Q2 2026, an estimated $44.
EverSource Wealth Advisors first reported a position in Bridger Aerospace in Q1 2025 and held it in 5 quarters.
EverSource Wealth Advisors's Bridger Aerospace position peaked at $872 in Q2 2025.
60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.