Brucke Financial
BTSG icon

Brucke Financial’s BrightSpring Health Services BTSG Stock Holding History

Brucke Financial’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$273K Buy
4,810
+82
+2% +$5.16K 0.11% 137
2026
Q2 		$330K Buy
+4,728
New +$263K 0.15% 112

Other funds holding BTSG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Brucke Financial's BTSG Position: Q3 2026 in Review

Brucke Financial increased its BrightSpring Health Services (BTSG) stake by 1.7% in Q3 2026, buying an estimated $5.16K and bringing the position to 4,810 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #137.

Brucke Financial first reported a position in BTSG in Q2 2026 and has held it in 2 quarters since. The position peaked at $330K in Q2 2026. 166 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Brucke Financial held 4,810 shares of BrightSpring Health Services worth $273K as of Q3 2026.
  • Brucke Financial bought 82 BrightSpring Health Services shares in Q3 2026, an estimated $5.16K.
  • BrightSpring Health Services made up 0.11% of Brucke Financial's portfolio in Q3 2026, its #137 holding.
  • Brucke Financial first reported a position in BrightSpring Health Services in Q2 2026 and has held it in 2 quarters since.
  • Brucke Financial's BrightSpring Health Services position peaked at $330K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.