Global Financial Private Client’s Bright Horizons BFAM Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-327	Closed	-$41.5K	–	369
2025 Q1	$41.5K	Buy	327 +232	+244%	+$28.5K	0.02%	353
2024 Q4	$10.5K	Buy	95 +2	+2%	+$241	﹤0.01%	545
2024 Q3	$13K	Buy	93 +67	+258%	+$8.67K	0.01%	500
2024 Q2	$2.86K	Hold	26	–	–	﹤0.01%	549
2024 Q1	$2.92K	Hold	26	–	–	﹤0.01%	563
2023 Q4	$2.45K	Hold	26	–	–	﹤0.01%	571
2023 Q3	$2.12K	Hold	26	–	–	﹤0.01%	573
2023 Q2	$2.39K	Hold	26	–	–	﹤0.01%	561
2023 Q1	$2.02K	Hold	26	–	–	﹤0.01%	578
2022 Q4	$1.64K	Hold	26	–	–	﹤0.01%	579
2022 Q3	$1.52K	Hold	26	–	–	﹤0.01%	545
2022 Q2	$2.31K	Hold	26	–	–	﹤0.01%	511
2022 Q1	$3.53K	Hold	26	–	–	﹤0.01%	486
2021 Q4	$3.27K	Hold	26	–	–	﹤0.01%	486
2021 Q3	$3.79K	Hold	26	–	–	﹤0.01%	412
2021 Q2	$3.87K	Hold	26	–	–	﹤0.01%	421
2021 Q1	$4.6K	Hold	26	–	–	﹤0.01%	367
2020 Q4	$4.5K	Hold	26	–	–	﹤0.01%	358
2020 Q3	$4.03K	Hold	26	–	–	﹤0.01%	356
2020 Q2	$3.07K	Hold	26	–	–	﹤0.01%	414
2020 Q1	$2.42K	Hold	26	–	–	﹤0.01%	435
2019 Q4	$3.91K	Buy	+26	New	+$3.9K	﹤0.01%	426

Other funds holding BFAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Global Financial Private Client's BFAM Position: Q2 2025 in Review

Global Financial Private Client sold out of Bright Horizons (BFAM) in Q2 2025, closing a stake of 327 shares — an estimated $41.5K sold.

Global Financial Private Client first reported a position in BFAM in Q4 2019 and held it in 22 quarters. The position peaked at $41.5K in Q1 2025. 396 funds tracked by Wall St. Rank hold BFAM as of Q2 2025.

Global Financial Private Client reported no remaining Bright Horizons position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 327 Bright Horizons shares in Q2 2025, an estimated $41.5K.
Global Financial Private Client first reported a position in Bright Horizons in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Bright Horizons position peaked at $41.5K in Q1 2025.
396 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.