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HB Wealth Management’s Bridger Aerospace BAER Stock Holding History

HB Wealth Management’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 		$25.2K Hold
13,100
– – ﹤0.01% 1694
2026
Q1 		$25.9K Buy
+13,100
New +$31.9K ﹤0.01% 1529

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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 $862M AUM 10.46% 1-Year Est. Return

HB Wealth Management's BAER Position: Q2 2026 in Review

HB Wealth Management held its Bridger Aerospace (BAER) position steady in Q2 2026 at 13,100 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

HB Wealth Management first reported a position in BAER in Q1 2026 and has held it in 2 quarters since. The position peaked at $25.9K in Q1 2026. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

  • HB Wealth Management held 13,100 shares of Bridger Aerospace worth $25.2K as of Q2 2026.
  • HB Wealth Management left its Bridger Aerospace share count unchanged in Q2 2026.
  • Bridger Aerospace made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1694 holding.
  • HB Wealth Management first reported a position in Bridger Aerospace in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's Bridger Aerospace position peaked at $25.9K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.