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LVW Advisors’s Bright Horizons BFAM Stock Holding History

LVW 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 		– Sell
-4,798
Closed -$394K – 466
2026
Q1 		$394K Buy
4,798
+779
+19% +$65.6K 0.04% 262
2025
Q4 		$408K Sell
4,019
-276
-6% -$27.8K 0.04% 226
2025
Q3 		$466K Sell
4,295
-816
-16% -$94.5K 0.05% 203
2025
Q2 		$632K Sell
5,111
-535
-9% -$65.6K 0.07% 164
2025
Q1 		$717K Sell
5,646
-10
-0.2% -$1.23K 0.09% 134
2024
Q4 		$627K Sell
5,656
-428
-7% -$51.5K 0.08% 162
2024
Q3 		$853K Buy
6,084
+601
+11% +$77.8K 0.11% 130
2024
Q2 		$604K Buy
5,483
+443
+9% +$47.9K 0.09% 142
2024
Q1 		$571K Sell
5,040
-103
-2% -$10.9K 0.1% 151
2023
Q4 		$485K Sell
5,143
-131
-2% -$11.2K 0.09% 160
2023
Q3 		$430K Sell
5,274
-402
-7% -$37.1K 0.09% 142
2023
Q2 		$525K Buy
5,676
+238
+4% +$20.1K 0.1% 124
2023
Q1 		$419K Sell
5,438
-102
-2% -$7.84K 0.08% 155
2022
Q4 		$350K Buy
5,540
+1,163
+27% +$76.1K 0.07% 172
2022
Q3 		$252K Buy
4,377
+125
+3% +$9.51K 0.06% 188
2022
Q2 		$359K Buy
4,252
+169
+4% +$16.8K 0.07% 170
2022
Q1 		$542K Buy
4,083
+343
+9% +$44.6K 0.09% 139
2021
Q4 		$471K Sell
3,740
-734
-16% -$102K 0.08% 153
2021
Q3 		$624K Buy
4,474
+71
+2% +$10.4K 0.11% 136
2021
Q2 		$648K Sell
4,403
-198
-4% -$29.6K 0.12% 125
2021
Q1 		$789K Buy
4,601
+2,484
+117% +$409K 0.15% 102
2020
Q4 		$366K Buy
2,117
+77
+4% +$12.6K 0.07% 147
2020
Q3 		$310K Buy
+2,040
New +$257K 0.07% 148

Other funds holding BFAM

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVW Advisors's BFAM Position: Q2 2026 in Review

LVW Advisors sold out of Bright Horizons (BFAM) in Q2 2026, closing a stake of 4,798 shares — an estimated $394K sold.

LVW Advisors first reported a position in BFAM in Q3 2020 and held it in 23 quarters. The position peaked at $853K in Q3 2024. 110 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • LVW Advisors reported no remaining Bright Horizons position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 4,798 Bright Horizons shares in Q2 2026, an estimated $394K.
  • LVW Advisors first reported a position in Bright Horizons in Q3 2020 and held it in 23 quarters.
  • LVW Advisors's Bright Horizons position peaked at $853K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.