JFS Wealth Advisors’s Bright Horizons BFAM Stock Holding History

JFS 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 Q2	$2.2K	Buy	31 +4	+15%	+$289	﹤0.01%	1580
2026 Q1	$2.22K	Sell	27 -8	-23%	-$674	﹤0.01%	1474
2025 Q4	$3.55K	Buy	35 +10	+40%	+$1.01K	﹤0.01%	1372
2025 Q3	$2.71K	Hold	25	–	–	﹤0.01%	1351
2025 Q2	$3.09K	Sell	25 -3	-11%	-$368	﹤0.01%	1260
2025 Q1	$3.56K	Buy	28 +3	+12%	+$368	﹤0.01%	1261
2024 Q4	$2.77K	Sell	25 -3	-11%	-$361	﹤0.01%	1347
2024 Q3	$3.92K	Buy	28 +4	+17%	+$517	﹤0.01%	1207
2024 Q2	$2.64K	Hold	24	–	–	﹤0.01%	1329
2024 Q1	$2.72K	Hold	24	–	–	﹤0.01%	1331
2023 Q4	$2.26K	Sell	24 -6	-20%	-$512	﹤0.01%	1377
2023 Q3	$2.44K	Hold	30	–	–	﹤0.01%	1283
2023 Q2	$2.77K	Hold	30	–	–	﹤0.01%	1258
2023 Q1	$2.31K	Buy	30 +5	+20%	+$384	﹤0.01%	1302
2022 Q4	$1.58K	Buy	25 +22	+733%	+$1.44K	﹤0.01%	1463
2022 Q3	$0	Sell	3 -7	-70%	-$533	﹤0.01%	1740
2022 Q2	$1K	Sell	10 -12	-55%	-$1.19K	﹤0.01%	1470
2022 Q1	$3K	Buy	22 +14	+175%	+$1.82K	﹤0.01%	1211
2021 Q4	$1K	Buy	+8	New	+$1.11K	﹤0.01%	1262
2014 Q4	–	Sell	-350	Closed	-$15K	–	521
2014 Q3	$15K	Hold	350	–	–	﹤0.01%	292
2014 Q2	$15K	Buy	+350	New	+$14.2K	﹤0.01%	282

Other funds holding BFAM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return