IFP Advisors
BAER icon

IFP Advisors’s Bridger Aerospace BAER Stock Holding History

IFP 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
Q3 		– Sell
-2,000
Closed -$3.84K – 5234
2026
Q2 		$3.84K Hold
2,000
– – ﹤0.01% 3931
2026
Q1 		$3.96K Hold
2,000
– – ﹤0.01% 3657
2025
Q4 		$3.66K Sell
2,000
-7
-0.3% -$12 ﹤0.01% 3572
2025
Q3 		$3.71K Sell
2,007
-2
-0.1% -$4 ﹤0.01% 3422
2025
Q2 		$3.88K Buy
2,009
+9
+0.5% +$14 ﹤0.01% 3551
2025
Q1 		$2.26K Hold
2,000
– – ﹤0.01% 3105
2024
Q4 		$4.26K Buy
+2,000
New +$5.4K ﹤0.01% 2851

Other funds holding BAER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Coston McIsaac & Partners
Coston McIsaac & Partners Bar Harbor, Maine $491M AUM 7.28% 1-Year Est. Return
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel Pasadena, California $3.14B AUM 23.84% 1-Year Est. Return

IFP Advisors's BAER Position: Q3 2026 in Review

IFP Advisors sold out of Bridger Aerospace (BAER) in Q3 2026, closing a stake of 2,000 shares — an estimated $3.84K sold.

IFP Advisors first reported a position in BAER in Q4 2024 and held it in 7 quarters. The position peaked at $4.26K in Q4 2024. 24 funds tracked by Wall St. Rank hold BAER as of Q3 2026.

  • IFP Advisors reported no remaining Bridger Aerospace position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 2,000 Bridger Aerospace shares in Q3 2026, an estimated $3.84K.
  • IFP Advisors first reported a position in Bridger Aerospace in Q4 2024 and held it in 7 quarters.
  • IFP Advisors's Bridger Aerospace position peaked at $4.26K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Bridger Aerospace as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.