Creative Planning
BFAM icon

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
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

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return