Activest Wealth Management
BFAM icon

Activest Wealth Management’s Bright Horizons BFAM Stock Holding History

Activest Wealth Management’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 		$64 Sell
1
-20
-95% -$1.44K ﹤0.01% 1021
2026
Q2 		$1.49K Sell
21
-249
-92% -$18K ﹤0.01% 900
2026
Q1 		$22.2K Buy
270
+97
+56% +$8.17K ﹤0.01% 499
2025
Q4 		$17.5K Buy
+173
New +$17.5K ﹤0.01% 546

Other funds holding BFAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Giverny Capital
Giverny Capital Montreal, Quebec, Canada $2.92B AUM 9.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Activest Wealth Management's BFAM Position: Q3 2026 in Review

Activest Wealth Management reduced its Bright Horizons (BFAM) stake by 95% in Q3 2026, selling an estimated $1.44K and leaving 1 share worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Activest Wealth Management first reported a position in BFAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.2K in Q1 2026. 250 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • Activest Wealth Management held 1 share of Bright Horizons worth $64 as of Q3 2026.
  • Activest Wealth Management sold 20 Bright Horizons shares in Q3 2026, an estimated $1.44K.
  • Bright Horizons made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1021 holding.
  • Activest Wealth Management first reported a position in Bright Horizons in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Bright Horizons position peaked at $22.2K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.