Axxcess Wealth Management’s Bright Horizons BFAM Stock Holding History

Axxcess 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 Q4	–	Sell	-2,015	Closed	-$219K	–	1050
2025 Q3	$219K	Sell	2,015 -86	-4%	-$9.96K	﹤0.01%	859
2025 Q2	$260K	Sell	2,101 -3	-0.1%	-$368	0.01%	760
2025 Q1	$267K	Buy	2,104 +82	+4%	+$10.1K	0.01%	719
2024 Q4	$224K	Sell	2,022 -17	-0.8%	-$2.04K	0.01%	781
2024 Q3	$286K	Sell	2,039 -72	-3%	-$9.31K	0.01%	702
2024 Q2	$232K	Sell	2,111 -8	-0.4%	-$865	0.01%	737
2024 Q1	$240K	Sell	2,119 -31	-1%	-$3.27K	0.01%	748
2023 Q4	$203K	Buy	+2,150	New	+$183K	0.01%	782
2022 Q2	–	Sell	-2,022	Closed	-$268K	–	545
2022 Q1	$268K	Sell	2,022 -128	-6%	-$16.6K	0.02%	501
2021 Q4	$271K	Buy	+2,150	New	+$299K	0.02%	505

Other funds holding BFAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Axxcess Wealth Management's BFAM Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Bright Horizons (BFAM) in Q4 2025, closing a stake of 2,015 shares — an estimated $219K sold.

Axxcess Wealth Management first reported a position in BFAM in Q4 2021 and held it in 10 quarters. The position peaked at $286K in Q3 2024. 406 funds tracked by Wall St. Rank hold BFAM as of Q4 2025.

Axxcess Wealth Management reported no remaining Bright Horizons position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 2,015 Bright Horizons shares in Q4 2025, an estimated $219K.
Axxcess Wealth Management first reported a position in Bright Horizons in Q4 2021 and held it in 10 quarters.
Axxcess Wealth Management's Bright Horizons position peaked at $286K in Q3 2024.
406 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.