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AF
Allworth Financial’s
Bright Horizons
BFAM
Stock Holding History
Allworth Financial’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
Q1
$199K
Buy
2,418
+1,440
+147%
+$121K
﹤0.01%
1404
2025
Q4
$99.2K
Buy
978
+231
+31%
+$23.3K
﹤0.01%
1763
2025
Q3
$81.1K
Buy
747
+609
+441%
+$70.5K
﹤0.01%
1792
2025
Q2
$17.1K
Buy
138
+68
+97%
+$8.34K
﹤0.01%
2618
2025
Q1
$8.38K
Buy
70
+14
+25%
+$1.72K
﹤0.01%
2499
2024
Q4
$6.52K
Sell
56
-169
-75%
-$20.3K
﹤0.01%
2635
2024
Q3
$31.5K
Buy
225
+2
+0.9%
+$259
﹤0.01%
1626
2024
Q2
$26.5K
Buy
223
+175
+365%
+$18.9K
﹤0.01%
1702
2024
Q1
$5.44K
Hold
48
–
–
﹤0.01%
2375
2023
Q4
$4.52K
Sell
48
-29
-38%
-$2.47K
﹤0.01%
2313
2023
Q3
$6.27K
Buy
77
+5
+7%
+$462
﹤0.01%
2016
2023
Q2
$6.66K
Buy
72
+3
+4%
+$254
﹤0.01%
1992
2023
Q1
$5.31K
Buy
69
+23
+50%
+$1.77K
﹤0.01%
2009
2022
Q4
$2.9K
Buy
46
+8
+21%
+$524
﹤0.01%
2097
2022
Q3
$2K
Buy
38
+36
+1,800%
+$2.74K
﹤0.01%
2107
2022
Q2
$0
Sell
2
-803
-100%
-$79.8K
﹤0.01%
2400
2022
Q1
$107K
Hold
805
–
–
﹤0.01%
709
2021
Q4
$101K
Buy
805
+100
+14%
+$13.9K
﹤0.01%
674
2021
Q3
$98K
Buy
+705
New
+$103K
﹤0.01%
619
Other funds holding BFAM
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
ABI
Abrams Bison Investments
Bethesda, Maryland
$2.31B AUM
40.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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