Private Wealth Management Group’s Bridger Aerospace BAER Stock Holding History

Private Wealth Management Group’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	$58	Hold	30	–	–	﹤0.01%	1450
2026 Q1	$60	Hold	30	–	–	﹤0.01%	1420
2025 Q4	$55	Hold	30	–	–	﹤0.01%	1463
2025 Q3	$56	Hold	30	–	–	﹤0.01%	1478
2025 Q2	$58	Hold	30	–	–	﹤0.01%	1483
2025 Q1	$34	Buy	+30	New	+$66	﹤0.01%	1474

Other funds holding BAER

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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 $846M AUM 17.33% 1-Year Est. Return

Private Wealth Management Group's BAER Position: Q2 2026 in Review

Private Wealth Management Group held its Bridger Aerospace (BAER) position steady in Q2 2026 at 30 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Private Wealth Management Group first reported a position in BAER in Q1 2025 and has held it in 6 quarters since. The position peaked at $60 in Q1 2026. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

Private Wealth Management Group held 30 shares of Bridger Aerospace worth $58 as of Q2 2026.
Private Wealth Management Group left its Bridger Aerospace share count unchanged in Q2 2026.
Bridger Aerospace made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1450 holding.
Private Wealth Management Group first reported a position in Bridger Aerospace in Q1 2025 and has held it in 6 quarters since.
Private Wealth Management Group's Bridger Aerospace position peaked at $60 in Q1 2026.
60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.