Mission Wealth Management
BFAM icon

Mission Wealth Management’s Bright Horizons BFAM Stock Holding History

Mission Wealth Management’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
Q3 		$437K Sell
6,854
-897
-12% -$64.6K 0.01% 561
2026
Q2 		$549K Buy
7,751
+882
+13% +$63.8K 0.01% 656
2026
Q1 		$564K Buy
6,869
+325
+5% +$27.4K 0.01% 462
2025
Q4 		$664K Sell
6,544
-763
-10% -$77K 0.01% 422
2025
Q3 		$793K Sell
7,307
-156
-2% -$18.1K 0.02% 382
2025
Q2 		$922K Buy
7,463
+69
+0.9% +$8.46K 0.02% 343
2025
Q1 		$939K Buy
7,394
+430
+6% +$52.8K 0.02% 321
2024
Q4 		$772K Sell
6,964
-1,937
-22% -$233K 0.02% 339
2024
Q3 		$1.25M Sell
8,901
-538
-6% -$69.6K 0.03% 246
2024
Q2 		$1.04M Sell
9,439
-508
-5% -$54.9K 0.03% 260
2024
Q1 		$1.13M Sell
9,947
-641
-6% -$67.6K 0.03% 269
2023
Q4 		$998K Buy
10,588
+415
+4% +$35.4K 0.03% 236
2023
Q3 		$829K Sell
10,173
-65
-0.6% -$6K 0.03% 254
2023
Q2 		$947K Sell
10,238
-212
-2% -$17.9K 0.04% 224
2023
Q1 		$805K Buy
10,450
+213
+2% +$16.4K 0.03% 263
2022
Q4 		$646K Buy
10,237
+555
+6% +$36.3K 0.03% 273
2022
Q3 		$558K Buy
9,682
+958
+11% +$72.9K 0.03% 281
2022
Q2 		$737K Buy
8,724
+3,508
+67% +$349K 0.04% 243
2022
Q1 		$692K Buy
5,216
+1,291
+33% +$168K 0.03% 262
2021
Q4 		$494K Sell
3,925
-181
-4% -$25.1K 0.02% 309
2021
Q3 		$572K Buy
4,106
+305
+8% +$44.8K 0.03% 262
2021
Q2 		$559K Buy
3,801
+62
+2% +$9.27K 0.03% 263
2021
Q1 		$641K Buy
3,739
+612
+20% +$101K 0.04% 215
2020
Q4 		$541K Buy
3,127
+1,225
+64% +$201K 0.03% 224
2020
Q3 		$289K Buy
+1,902
New +$239K 0.02% 285
2020
Q1 		– Sell
-1,394
Closed -$210K – 300
2019
Q4 		$210K Buy
+1,394
New +$209K 0.02% 319
2019
Q3 		– Sell
-1,360
Closed -$205K – 318
2019
Q2 		$205K Buy
+1,360
New +$182K 0.02% 303

Other funds holding BFAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mission Wealth Management's BFAM Position: Q3 2026 in Review

Mission Wealth Management reduced its Bright Horizons (BFAM) stake by 12% in Q3 2026, selling an estimated $64.6K and leaving 6,854 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #561.

Mission Wealth Management first reported a position in BFAM in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.25M in Q3 2024. 211 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • Mission Wealth Management held 6,854 shares of Bright Horizons worth $437K as of Q3 2026.
  • Mission Wealth Management sold 897 Bright Horizons shares in Q3 2026, an estimated $64.6K.
  • Bright Horizons made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #561 holding.
  • Mission Wealth Management first reported a position in Bright Horizons in Q2 2019 and has held it in 27 quarters since.
  • Mission Wealth Management's Bright Horizons position peaked at $1.25M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.