Superior Planning, LLC’s Bright Horizons BFAM Stock Holding History

Superior Planning, LLC’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.21K	Buy	+19	New	+$1.37K	﹤0.01%	1712

Other funds holding BFAM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.92B AUM 9.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's BFAM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bright Horizons (BFAM) in Q3 2026: 19 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings.

249 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

Superior Planning, LLC held 19 shares of Bright Horizons worth $1.21K as of Q3 2026.
Bright Horizons was a new Superior Planning, LLC position in Q3 2026.
Bright Horizons made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1712 holding.
249 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.