Great Point Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Great Point Wealth Advisors’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	$16.4M	Hold	257,890	–	–	2.61%	12
2026 Q2	$18.3M	Buy	257,890 +7,500	+3%	+$543K	2.95%	12
2026 Q1	$20.6M	Sell	250,390 -15,130	-6%	-$1.27M	3.8%	8
2025 Q4	$26.9M	Hold	265,520	–	–	4.91%	5
2025 Q3	$28.8M	Buy	+265,520	New	+$30.7M	5.42%	5
2025 Q1	$25.6M	Hold	201,533	–	–	5.54%	5
2024 Q4	$22.3M	Hold	201,533	–	–	4.88%	5
2024 Q3	$28.2M	Hold	201,533	–	–	6.03%	5
2024 Q2	$22.2M	Hold	201,533	–	–	5.07%	5
2024 Q1	$22.8M	Hold	201,533	–	–	5.33%	5
2023 Q4	$19M	Buy	201,533 +14	+0%	+$1.19K	4.94%	6
2023 Q3	$16.4M	Buy	201,519 +15,531	+8%	+$1.43M	4.92%	5
2023 Q2	$17.2M	Hold	185,988	–	–	5.17%	4
2023 Q1	$14.3M	Hold	185,988	–	–	4.54%	6
2022 Q4	$11.7M	Hold	185,988	–	–	3.94%	7
2022 Q3	$10.7M	Hold	185,988	–	–	4%	7
2022 Q2	$15.7M	Hold	185,988	–	–	5.57%	4
2022 Q1	$24.7M	Hold	185,988	–	–	7.69%	4
2021 Q4	$23.4M	Buy	185,988 +129,557	+230%	+$18M	7.17%	5
2021 Q3	$7.87M	Hold	56,431	–	–	2.7%	13
2021 Q2	$8.3M	Hold	56,431	–	–	2.9%	13
2021 Q1	$9.7M	Hold	56,431	–	–	3.7%	11
2020 Q4	$9.8M	Buy	56,431 +2,800	+5%	+$458K	4.19%	9
2020 Q3	$6.28M	Hold	53,631	–	–	3.24%	12
2020 Q2	$6.28M	Buy	53,631 +25,000	+87%	+$2.85M	3.24%	12
2020 Q1	$2.92M	Hold	28,631	–	–	2.44%	10
2019 Q4	$4.3M	Hold	28,631	–	–	2.66%	10
2019 Q3	$4.37M	Hold	28,631	–	–	2.97%	10
2019 Q2	$4.32M	Buy	28,631 +7,388	+35%	+$991K	3.49%	9
2019 Q1	$2.7M	Buy	21,243 +12,096	+132%	+$1.44M	2.29%	12
2018 Q4	$1.02M	Buy	+9,147	New	+$1.05M	0.96%	20

Other funds holding BFAM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Great Point Wealth Advisors's BFAM Position: Q3 2026 in Review

Great Point Wealth Advisors held its Bright Horizons (BFAM) position steady in Q3 2026 at 257,890 shares worth $16.4M. The position accounts for 2.61% of the portfolio, ranked #12.

Great Point Wealth Advisors first reported a position in BFAM in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.8M in Q3 2025. 206 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

Great Point Wealth Advisors held 257,890 shares of Bright Horizons worth $16.4M as of Q3 2026.
Great Point Wealth Advisors left its Bright Horizons share count unchanged in Q3 2026.
Bright Horizons made up 2.61% of Great Point Wealth Advisors's portfolio in Q3 2026, its #12 holding.
Great Point Wealth Advisors first reported a position in Bright Horizons in Q4 2018 and has held it in 31 quarters since.
Great Point Wealth Advisors's Bright Horizons position peaked at $28.8M in Q3 2025.
206 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Great Point Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.