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Montag & Associates’s Bright Horizons BFAM Stock Holding History

Montag & Associates’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
2025
Q3 		– Sell
-7
Closed -$908 – 1123
2025
Q2 		$908 Hold
7
– – ﹤0.01% 915
2025
Q1 		$933 Buy
+7
New +$859 ﹤0.01% 959

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Montag & Associates's BFAM Position: Q3 2025 in Review

Montag & Associates sold out of Bright Horizons (BFAM) in Q3 2025, closing a stake of 7 shares — an estimated $908 sold.

Montag & Associates first reported a position in BFAM in Q1 2025 and held it in 2 quarters. The position peaked at $933 in Q1 2025. 411 funds tracked by Wall St. Rank hold BFAM as of Q3 2025.

  • Montag & Associates reported no remaining Bright Horizons position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 7 Bright Horizons shares in Q3 2025, an estimated $908.
  • Montag & Associates first reported a position in Bright Horizons in Q1 2025 and held it in 2 quarters.
  • Montag & Associates's Bright Horizons position peaked at $933 in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.