Capital Advisors Ltd’s Bright Horizons BFAM Stock Holding History

Capital Advisors Ltd’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	$4K	Hold	52	–	–	﹤0.01%	990
2026 Q1	$4K	Sell	52 -3	-5%	-$253	﹤0.01%	980
2025 Q4	$6K	Sell	55 -15	-21%	-$1.51K	﹤0.01%	898
2025 Q3	$8K	Hold	70	–	–	﹤0.01%	839
2025 Q2	$9K	Hold	70	–	–	﹤0.01%	807
2025 Q1	$9K	Hold	70	–	–	﹤0.01%	789
2024 Q4	$8K	Hold	70	–	–	﹤0.01%	826
2024 Q3	$10K	Hold	70	–	–	﹤0.01%	763
2024 Q2	$8K	Buy	70 +18	+35%	+$1.95K	﹤0.01%	793
2024 Q1	$6K	Hold	52	–	–	﹤0.01%	828
2023 Q4	$5K	Sell	52 -4	-7%	-$341	﹤0.01%	817
2023 Q3	$5K	Sell	56 -5	-8%	-$462	﹤0.01%	801
2023 Q2	$6K	Sell	61 -3	-5%	-$254	﹤0.01%	778
2023 Q1	$5K	Buy	64 +3	+5%	+$231	﹤0.01%	663
2022 Q4	$4K	Buy	61 +19	+45%	+$1.24K	﹤0.01%	695
2022 Q3	$2K	Buy	42 +37	+740%	+$2.82K	﹤0.01%	808
2022 Q2	$0	Buy	+5	New	+$497	﹤0.01%	1007

Other funds holding BFAM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Capital Advisors Ltd's BFAM Position: Q2 2026 in Review

Capital Advisors Ltd held its Bright Horizons (BFAM) position steady in Q2 2026 at 52 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Capital Advisors Ltd first reported a position in BFAM in Q2 2022 and has held it in 17 quarters since. The position peaked at $10K in Q3 2024. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Capital Advisors Ltd held 52 shares of Bright Horizons worth $4K as of Q2 2026.
Capital Advisors Ltd left its Bright Horizons share count unchanged in Q2 2026.
Bright Horizons made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #990 holding.
Capital Advisors Ltd first reported a position in Bright Horizons in Q2 2022 and has held it in 17 quarters since.
Capital Advisors Ltd's Bright Horizons position peaked at $10K in Q3 2024.
387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.