Beaird Harris Wealth Management’s Bright Horizons BFAM Stock Holding History

Beaird Harris 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 Q2	$2.03M	Buy	28,633 +4,398	+18%	+$318K	0.13%	57
2026 Q1	$1.99M	Hold	24,235	–	–	0.14%	54
2025 Q4	$2.46M	Hold	24,235	–	–	0.17%	48
2025 Q3	$2.63M	Hold	24,235	–	–	0.19%	46
2025 Q2	$3M	Buy	+24,235	New	+$2.97M	0.23%	45
2022 Q2	–	Sell	-200	Closed	-$27K	–	423
2022 Q1	$27K	Hold	200	–	–	0.01%	229
2021 Q4	$25K	Buy	+200	New	+$27.8K	0.01%	303

Other funds holding BFAM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return