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 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 $25.6B AUM 26.83% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EverSource Wealth Advisors's BAER Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Bridger Aerospace (BAER) stake by 85% in Q1 2026, selling an estimated $295 and leaving 22 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #4327.

EverSource Wealth Advisors first reported a position in BAER in Q1 2025 and has held it in 5 quarters since. The position peaked at $872 in Q2 2025. 72 funds tracked by Wall St. Rank hold BAER as of Q1 2026.

EverSource Wealth Advisors held 22 shares of Bridger Aerospace worth $44 as of Q1 2026.
EverSource Wealth Advisors sold 121 Bridger Aerospace shares in Q1 2026, an estimated $295.
Bridger Aerospace made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4327 holding.
EverSource Wealth Advisors first reported a position in Bridger Aerospace in Q1 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Bridger Aerospace position peaked at $872 in Q2 2025.
72 funds tracked by Wall St. Rank held Bridger Aerospace as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.