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Evoke Wealth’s Bright Horizons BFAM Stock Holding History

Evoke Wealth’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 		– Sell
-2,573
Closed -$211K – 72
2026
Q1 		$211K Buy
+2,573
New +$217K ﹤0.01% 652
2020
Q1 		– Sell
-122
Closed -$18.3K – 1150
2019
Q4 		$18.3K Hold
122
– – ﹤0.01% 607
2019
Q3 		$18.6K Buy
+122
New +$19.1K ﹤0.01% 681

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Evoke Wealth's BFAM Position: Q2 2026 in Review

Evoke Wealth sold out of Bright Horizons (BFAM) in Q2 2026, closing a stake of 2,573 shares — an estimated $211K sold.

Evoke Wealth first reported a position in BFAM in Q3 2019 and held it in 3 quarters. The position peaked at $211K in Q1 2026. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Evoke Wealth reported no remaining Bright Horizons position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,573 Bright Horizons shares in Q2 2026, an estimated $211K.
  • Evoke Wealth first reported a position in Bright Horizons in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's Bright Horizons position peaked at $211K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.