Creative Planning’s Bright Horizons BFAM Stock Holding History

Creative Planning’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	$2.75M	Sell	38,785 -16,785	-30%	-$1.21M	﹤0.01%	1847
2026 Q1	$4.56M	Buy	55,570 +27,446	+98%	+$2.31M	﹤0.01%	1280
2025 Q4	$2.85M	Buy	28,124 +23,055	+455%	+$2.33M	﹤0.01%	1418
2025 Q3	$550K	Buy	5,069 +2,316	+84%	+$268K	﹤0.01%	2632
2025 Q2	$340K	Buy	2,753 +414	+18%	+$50.8K	﹤0.01%	2786
2025 Q1	$297K	Buy	2,339 +340	+17%	+$41.7K	﹤0.01%	2763
2024 Q4	$222K	Sell	1,999 -663	-25%	-$79.7K	﹤0.01%	2899
2024 Q3	$373K	Buy	+2,662	New	+$344K	﹤0.01%	2348
2017 Q2	–	Sell	-23	Closed	-$2K	–	4615
2017 Q1	$2K	Buy	+23	New	+$1.61K	﹤0.01%	4263
2014 Q4	–	Sell	-26	Closed	-$1K	–	4150
2014 Q3	$1K	Buy	+26	New	+$1.09K	﹤0.01%	3796

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

Creative Planning's BFAM Position: Q2 2026 in Review

Creative Planning reduced its Bright Horizons (BFAM) stake by 30% in Q2 2026, selling an estimated $1.21M and leaving 38,785 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Creative Planning first reported a position in BFAM in Q3 2014 and has held it in 10 quarters since. The position peaked at $4.56M in Q1 2026. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Creative Planning held 38,785 shares of Bright Horizons worth $2.75M as of Q2 2026.
Creative Planning sold 16,785 Bright Horizons shares in Q2 2026, an estimated $1.21M.
Bright Horizons made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1847 holding.
Creative Planning first reported a position in Bright Horizons in Q3 2014 and has held it in 10 quarters since.
Creative Planning's Bright Horizons position peaked at $4.56M in Q1 2026.
387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.