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Legacy Financial Independent Advisors’s BrightSpring Health Services BTSG Stock Holding History

Legacy Financial Independent Advisors’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 		$1.71M Buy
24,470
+452
+2% +$25.1K 0.8% 39
2026
Q1 		$1.02M Buy
+24,018
New +$968K 0.53% 48

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

Legacy Financial Independent Advisors's BTSG Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its BrightSpring Health Services (BTSG) stake by 1.9% in Q2 2026, buying an estimated $25.1K and bringing the position to 24,470 shares worth $1.71M. The position accounts for 0.8% of the portfolio, ranked #39.

Legacy Financial Independent Advisors first reported a position in BTSG in Q1 2026 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Legacy Financial Independent Advisors held 24,470 shares of BrightSpring Health Services worth $1.71M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 452 BrightSpring Health Services shares in Q2 2026, an estimated $25.1K.
  • BrightSpring Health Services made up 0.8% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #39 holding.
  • Legacy Financial Independent Advisors first reported a position in BrightSpring Health Services in Q1 2026 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.