Stifel Financial’s Bridger Aerospace BAER Stock Holding History

Stifel 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 Q2	$26.5K	Sell	13,800 -42,085	-75%	-$83.2K	﹤0.01%	3679
2026 Q1	$111K	Buy	55,885 +34,025	+156%	+$82.9K	﹤0.01%	3525
2025 Q4	$40K	Buy	21,860 +4,180	+24%	+$7.3K	﹤0.01%	3540
2025 Q3	$32.7K	Buy	17,680 +3,000	+20%	+$5.69K	﹤0.01%	3503
2025 Q2	$28.3K	Buy	14,680 +1,500	+11%	+$2.3K	﹤0.01%	3441
2025 Q1	$14.9K	Buy	+13,180	New	+$29K	﹤0.01%	3407

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

Stifel Financial's BAER Position: Q2 2026 in Review

Stifel Financial reduced its Bridger Aerospace (BAER) stake by 75% in Q2 2026, selling an estimated $83.2K and leaving 13,800 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Stifel Financial first reported a position in BAER in Q1 2025 and has held it in 6 quarters since. The position peaked at $111K in Q1 2026. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

Stifel Financial held 13,800 shares of Bridger Aerospace worth $26.5K as of Q2 2026.
Stifel Financial sold 42,085 Bridger Aerospace shares in Q2 2026, an estimated $83.2K.
Bridger Aerospace made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3679 holding.
Stifel Financial first reported a position in Bridger Aerospace in Q1 2025 and has held it in 6 quarters since.
Stifel Financial's Bridger Aerospace position peaked at $111K in Q1 2026.
60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.