Institute for Wealth Management’s Bright Horizons BFAM Stock Holding History

Institute for Wealth Management’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 Q2	$17.9K	Buy	+253	New	+$18.3K	﹤0.01%	1166

Other funds holding BFAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Institute for Wealth Management's BFAM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bright Horizons (BFAM) in Q2 2026: 253 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings.

181 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Institute for Wealth Management held 253 shares of Bright Horizons worth $17.9K as of Q2 2026.
Bright Horizons was a new Institute for Wealth Management position in Q2 2026.
Bright Horizons made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1166 holding.
181 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.