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Integrated Wealth Concepts’s Bright Horizons BFAM Stock Holding History

Integrated Wealth Concepts’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 		$322K Sell
4,536
-6,512
-59% -$471K ﹤0.01% 1935
2026
Q1 		$907K Buy
11,048
+7,921
+253% +$667K 0.01% 1178
2025
Q4 		$317K Sell
3,127
-385
-11% -$38.8K ﹤0.01% 1291
2025
Q3 		$381K Buy
3,512
+1,065
+44% +$123K ﹤0.01% 1493
2025
Q2 		$302K Buy
+2,447
New +$300K ﹤0.01% 1541
2020
Q1 		– Sell
-97
Closed -$15K – 417
2019
Q4 		$15K Buy
+97
New +$14.6K ﹤0.01% 471

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Integrated Wealth Concepts's BFAM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Bright Horizons (BFAM) stake by 59% in Q2 2026, selling an estimated $471K and leaving 4,536 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Integrated Wealth Concepts first reported a position in BFAM in Q4 2019 and has held it in 6 quarters since. The position peaked at $907K in Q1 2026. 388 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Integrated Wealth Concepts held 4,536 shares of Bright Horizons worth $322K as of Q2 2026.
  • Integrated Wealth Concepts sold 6,512 Bright Horizons shares in Q2 2026, an estimated $471K.
  • Bright Horizons made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1935 holding.
  • Integrated Wealth Concepts first reported a position in Bright Horizons in Q4 2019 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Bright Horizons position peaked at $907K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.