LRI Investments’s Bright Horizons BFAM Stock Holding History

LRI Investments’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	$142	Sell	2 -64	-97%	-$4.63K	﹤0.01%	1807
2026 Q1	$5.42K	Sell	66 -315	-83%	-$26.5K	﹤0.01%	1074
2025 Q4	$38.6K	Sell	381 -257	-40%	-$25.9K	﹤0.01%	587
2025 Q3	$69.3K	Sell	638 -211	-25%	-$24.4K	0.01%	489
2025 Q2	$105K	Hold	849	–	–	0.01%	428
2025 Q1	$108K	Sell	849 -540	-39%	-$66.3K	0.01%	406
2024 Q4	$154K	Buy	1,389 +932	+204%	+$112K	0.01%	328
2024 Q3	$49K	Sell	457 -934	-67%	-$121K	﹤0.01%	510
2024 Q2	$153K	Buy	+1,391	New	+$150K	0.02%	300

Other funds holding BFAM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $20.4B AUM 18.11% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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