Peterson Wealth Advisors’s Bridger Aerospace BAER Stock Holding History

Peterson 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	$462K	Hold	233,323	–	–	0.06%	69
2025 Q4	$427K	Hold	233,323	–	–	0.06%	72
2025 Q3	$401K	Hold	233,323	–	–	0.06%	75
2025 Q2	$450K	Hold	233,323	–	–	0.07%	66
2025 Q1	$273K	Hold	233,323	–	–	0.05%	74
2024 Q4	$490K	Hold	233,323	–	–	0.09%	56
2024 Q3	$518K	Buy	233,323 +38,887	+20%	+$115K	0.1%	50
2024 Q2	$727K	Hold	194,436	–	–	0.15%	36
2024 Q1	$976K	Buy	+194,436	New	+$1.08M	0.21%	30

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

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

Peterson Wealth Advisors held its Bridger Aerospace (BAER) position steady in Q1 2026 at 233,323 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #69.

Peterson Wealth Advisors first reported a position in BAER in Q1 2024 and has held it in 9 quarters since. The position peaked at $976K in Q1 2024. 72 funds tracked by Wall St. Rank hold BAER as of Q1 2026.

Peterson Wealth Advisors held 233,323 shares of Bridger Aerospace worth $462K as of Q1 2026.
Peterson Wealth Advisors left its Bridger Aerospace share count unchanged in Q1 2026.
Bridger Aerospace made up 0.06% of Peterson Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Peterson Wealth Advisors first reported a position in Bridger Aerospace in Q1 2024 and has held it in 9 quarters since.
Peterson Wealth Advisors's Bridger Aerospace position peaked at $976K in Q1 2024.
72 funds tracked by Wall St. Rank held Bridger Aerospace as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.