Cornerstone Planning Group
BFAM icon

Cornerstone Planning Group’s Bright Horizons BFAM Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-12
Closed -$864 – 333
2026
Q2 		$864 Buy
+12
New +$868 ﹤0.01% 1541
2023
Q3 		– Sell
-13
Closed -$1.2K – 1223
2023
Q2 		$1.2K Buy
+13
New +$1.1K ﹤0.01% 1306
2022
Q4 		$454 Buy
+6
New +$393 ﹤0.01% 1468

Other funds holding BFAM

Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Graphene Investments SAS
Graphene Investments SAS Paris, France $185M AUM 30.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Cornerstone Planning Group's BFAM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Bright Horizons (BFAM) in Q3 2026, closing a stake of 12 shares — an estimated $864 sold.

Cornerstone Planning Group first reported a position in BFAM in Q4 2022 and held it in 3 quarters. The position peaked at $1.2K in Q2 2023. 65 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Bright Horizons position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 Bright Horizons shares in Q3 2026, an estimated $864.
  • Cornerstone Planning Group first reported a position in Bright Horizons in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's Bright Horizons position peaked at $1.2K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.