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BFC Planning, Inc.’s BrightSpring Health Services BTSG Stock Holding History

BFC Planning, Inc.’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76K Sell
31
-11
-26% -$693 ﹤0.01% 3039
2026
Q2 		$2.93K Hold
42
– – ﹤0.01% 2882
2026
Q1 		$1.79K Hold
42
– – ﹤0.01% 2619
2025
Q4 		$1.57K Buy
+42
New +$1.41K ﹤0.01% 2696

Other funds holding BTSG

Kohlberg Kravis Roberts & Co
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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

BFC Planning, Inc.'s BTSG Position: Q3 2026 in Review

BFC Planning, Inc. reduced its BrightSpring Health Services (BTSG) stake by 26% in Q3 2026, selling an estimated $693 and leaving 31 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

BFC Planning, Inc. first reported a position in BTSG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.93K in Q2 2026. 360 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • BFC Planning, Inc. held 31 shares of BrightSpring Health Services worth $1.76K as of Q3 2026.
  • BFC Planning, Inc. sold 11 BrightSpring Health Services shares in Q3 2026, an estimated $693.
  • BrightSpring Health Services made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3039 holding.
  • BFC Planning, Inc. first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s BrightSpring Health Services position peaked at $2.93K in Q2 2026.
  • 360 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.