Merit Financial Group’s Bright Horizons BFAM Stock Holding History

Merit Financial Group’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	$812K	Sell	11,461 -1,041	-8%	-$75.3K	0.01%	1195
2026 Q1	$1.03M	Sell	12,502 -95	-0.8%	-$8K	0.01%	969
2025 Q4	$1.28M	Buy	12,597 +7,486	+146%	+$755K	0.01%	826
2025 Q3	$555K	Sell	5,111 -664	-11%	-$76.9K	0.01%	1121
2025 Q2	$714K	Buy	5,775 +287	+5%	+$35.2K	0.01%	939
2025 Q1	$697K	Buy	5,488 +3,544	+182%	+$435K	0.01%	801
2024 Q4	$215K	Buy	+1,944	New	+$234K	﹤0.01%	1067

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

Merit Financial Group's BFAM Position: Q2 2026 in Review

Merit Financial Group reduced its Bright Horizons (BFAM) stake by 8.3% in Q2 2026, selling an estimated $75.3K and leaving 11,461 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #1195.

Merit Financial Group first reported a position in BFAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2025. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Merit Financial Group held 11,461 shares of Bright Horizons worth $812K as of Q2 2026.
Merit Financial Group sold 1,041 Bright Horizons shares in Q2 2026, an estimated $75.3K.
Bright Horizons made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1195 holding.
Merit Financial Group first reported a position in Bright Horizons in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Bright Horizons position peaked at $1.28M in Q4 2025.
387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.