Avior Wealth Management’s Bright Horizons BFAM Stock Holding History

Avior 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
2025 Q3	–	Sell	-2,915	Closed	-$360K	–	714
2025 Q2	$360K	Sell	2,915 -746	-20%	-$91.5K	0.01%	523
2025 Q1	$465K	Sell	3,661 -642	-15%	-$78.8K	0.02%	425
2024 Q4	$477K	Sell	4,303 -371	-8%	-$44.6K	0.02%	459
2024 Q3	$655K	Buy	4,674 +133	+3%	+$17.2K	0.03%	390
2024 Q2	$500K	Sell	4,541 -280	-6%	-$30.3K	0.02%	434
2024 Q1	$547K	Buy	4,821 +382	+9%	+$40.3K	0.03%	418
2023 Q4	$418K	Buy	4,439 +261	+6%	+$22.3K	0.03%	378
2023 Q3	$340K	Buy	4,178 +629	+18%	+$58.1K	0.02%	417
2023 Q2	$328K	Buy	+3,549	New	+$300K	0.02%	433

Other funds holding BFAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Avior Wealth Management's BFAM Position: Q3 2025 in Review

Avior Wealth Management sold out of Bright Horizons (BFAM) in Q3 2025, closing a stake of 2,915 shares — an estimated $360K sold.

Avior Wealth Management first reported a position in BFAM in Q2 2023 and held it in 9 quarters. The position peaked at $655K in Q3 2024. 412 funds tracked by Wall St. Rank hold BFAM as of Q3 2025.

Avior Wealth Management reported no remaining Bright Horizons position as of Q3 2025 after selling out during the quarter.
Avior Wealth Management sold 2,915 Bright Horizons shares in Q3 2025, an estimated $360K.
Avior Wealth Management first reported a position in Bright Horizons in Q2 2023 and held it in 9 quarters.
Avior Wealth Management's Bright Horizons position peaked at $655K in Q3 2024.
412 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.