LPL Financial’s Bridger Aerospace BAER Stock Holding History

LPL Financial’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	–	Sell	-18,863	Closed	-$34.5K	–	5979
2025 Q4	$34.5K	Sell	18,863 -880	-4%	-$1.54K	﹤0.01%	5749
2025 Q3	$36.5K	Sell	19,743 -23,100	-54%	-$43.8K	﹤0.01%	5673
2025 Q2	$82.7K	Sell	42,843 -1,159	-3%	-$1.78K	﹤0.01%	5298
2025 Q1	$49.7K	Buy	44,002 +14,080	+47%	+$31K	﹤0.01%	5154
2024 Q4	$63.7K	Buy	+29,922	New	+$80.8K	﹤0.01%	5077
2024 Q3	–	Sell	-17,538	Closed	-$65.6K	–	5177
2024 Q2	$65.6K	Buy	17,538 +71	+0.4%	+$310	﹤0.01%	4805
2024 Q1	$87.7K	Buy	+17,467	New	+$96.8K	﹤0.01%	4699

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 $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's BAER Position: Q1 2026 in Review

LPL Financial sold out of Bridger Aerospace (BAER) in Q1 2026, closing a stake of 18,863 shares — an estimated $34.5K sold.

LPL Financial first reported a position in BAER in Q1 2024 and held it in 7 quarters. The position peaked at $87.7K in Q1 2024. 72 funds tracked by Wall St. Rank hold BAER as of Q1 2026.

LPL Financial reported no remaining Bridger Aerospace position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 18,863 Bridger Aerospace shares in Q1 2026, an estimated $34.5K.
LPL Financial first reported a position in Bridger Aerospace in Q1 2024 and held it in 7 quarters.
LPL Financial's Bridger Aerospace position peaked at $87.7K in Q1 2024.
72 funds tracked by Wall St. Rank held Bridger Aerospace as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.