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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JFS Wealth Advisors's BFAM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Bright Horizons (BFAM) stake by 15% in Q2 2026, buying an estimated $289 and bringing the position to 31 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

JFS Wealth Advisors first reported a position in BFAM in Q2 2014 and has held it in 21 quarters since. The position peaked at $15K in Q3 2014. 386 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

JFS Wealth Advisors held 31 shares of Bright Horizons worth $2.2K as of Q2 2026.
JFS Wealth Advisors bought 4 Bright Horizons shares in Q2 2026, an estimated $289.
Bright Horizons made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1580 holding.
JFS Wealth Advisors first reported a position in Bright Horizons in Q2 2014 and has held it in 21 quarters since.
JFS Wealth Advisors's Bright Horizons position peaked at $15K in Q3 2014.
386 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.