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Keating Financial Advisory Services’s BrightSpring Health Services BTSG Stock Holding History

Keating Financial Advisory Services’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Buy
177
+29
+20% +$1.61K ﹤0.01% 1169
2026
Q1 		$6.31K Buy
148
+109
+279% +$4.39K ﹤0.01% 1318
2025
Q4 		$1.46K Buy
+39
New +$1.31K ﹤0.01% 1688

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keating Financial Advisory Services's BTSG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its BrightSpring Health Services (BTSG) stake by 20% in Q2 2026, buying an estimated $1.61K and bringing the position to 177 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Keating Financial Advisory Services first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Keating Financial Advisory Services held 177 shares of BrightSpring Health Services worth $12.3K as of Q2 2026.
  • Keating Financial Advisory Services bought 29 BrightSpring Health Services shares in Q2 2026, an estimated $1.61K.
  • BrightSpring Health Services made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1169 holding.
  • Keating Financial Advisory Services first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.