Mount Yale Investment Advisors’s Bright Horizons BFAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$442K Buy
6,237
+338
+6% +$24.4K 0.01% 826
2026
Q1
$484K Buy
5,899
+2,145
+57% +$181K 0.01% 731
2025
Q4
$381K Buy
3,754
+877
+30% +$88.5K 0.02% 525
2025
Q3
$312K Buy
2,877
+2,312
+409% +$268K 0.02% 514
2025
Q2
$69.8K Buy
+565
New +$69.3K 0.01% 723

Other funds holding BFAM

Mount Yale Investment Advisors's BFAM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Bright Horizons (BFAM) stake by 5.7% in Q2 2026, buying an estimated $24.4K and bringing the position to 6,237 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #826.

Mount Yale Investment Advisors first reported a position in BFAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $484K in Q1 2026. 388 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Mount Yale Investment Advisors held 6,237 shares of Bright Horizons worth $442K as of Q2 2026.
  • Mount Yale Investment Advisors bought 338 Bright Horizons shares in Q2 2026, an estimated $24.4K.
  • Bright Horizons made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #826 holding.
  • Mount Yale Investment Advisors first reported a position in Bright Horizons in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Bright Horizons position peaked at $484K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.