GoalVest Advisory’s Bright Horizons BFAM Stock Holding History

GoalVest Advisory’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 Q3	$637	Buy	+10	New	+$720	﹤0.01%	703
2023 Q4	–	Sell	-99	Closed	-$8.06K	–	385
2023 Q3	$8.06K	Buy	99 +5	+5%	+$462	﹤0.01%	309
2023 Q2	$8.69K	Buy	+94	New	+$7.95K	﹤0.01%	260

Other funds holding BFAM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

GoalVest Advisory's BFAM Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Bright Horizons (BFAM) in Q3 2026: 10 shares worth $637. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BFAM as recently as Q3 2023.

GoalVest Advisory first reported a position in BFAM in Q2 2023 and has held it in 3 quarters since. The position peaked at $8.69K in Q2 2023. 16 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

GoalVest Advisory held 10 shares of Bright Horizons worth $637 as of Q3 2026.
Bright Horizons was a new GoalVest Advisory position in Q3 2026.
Bright Horizons made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #703 holding.
GoalVest Advisory first reported a position in Bright Horizons in Q2 2023 and has held it in 3 quarters since.
GoalVest Advisory's Bright Horizons position peaked at $8.69K in Q2 2023.
16 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.