HFO
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Heritage Family Offices’s Bright Horizons BFAM Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-2,382
Closed -$242K – 201
2025
Q4 		$242K Sell
2,382
-284
-11% -$28.6K 0.11% 166
2025
Q3 		$289K Sell
2,666
-79
-3% -$9.15K 0.13% 144
2025
Q2 		$348K Hold
2,745
– – 0.18% 113
2025
Q1 		$349K Buy
2,745
+62
+2% +$7.61K 0.18% 112
2024
Q4 		$297K Sell
2,683
-126
-4% -$15.2K 0.15% 125
2024
Q3 		$394K Sell
2,809
-3
-0.1% -$388 0.2% 103
2024
Q2 		$310K Buy
+2,812
New +$304K 0.17% 114

Other funds holding BFAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Heritage Family Offices's BFAM Position: Q1 2026 in Review

Heritage Family Offices sold out of Bright Horizons (BFAM) in Q1 2026, closing a stake of 2,382 shares — an estimated $242K sold.

Heritage Family Offices first reported a position in BFAM in Q2 2024 and held it in 7 quarters. The position peaked at $394K in Q3 2024. 371 funds tracked by Wall St. Rank hold BFAM as of Q1 2026.

  • Heritage Family Offices reported no remaining Bright Horizons position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,382 Bright Horizons shares in Q1 2026, an estimated $242K.
  • Heritage Family Offices first reported a position in Bright Horizons in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Bright Horizons position peaked at $394K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.