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 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

Kayne Anderson Rudnick Investment Management

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

AQR Capital Management

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

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

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

Capital World Investors

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

Neuberger Berman Group

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

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return