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Mutual of America Capital Management’s BrightSpring Health Services BTSG Stock Holding History

Mutual of America Capital Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Buy
18,116
+2,967
+20% +$165K 0.01% 943
2026
Q1 		$645K Buy
15,149
+2,163
+17% +$87.1K 0.01% 1021
2025
Q4 		$486K Buy
+12,986
New +$436K 0.01% 1075

Other funds holding BTSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Mutual of America Capital Management's BTSG Position: Q2 2026 in Review

Mutual of America Capital Management increased its BrightSpring Health Services (BTSG) stake by 20% in Q2 2026, buying an estimated $165K and bringing the position to 18,116 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #943.

Mutual of America Capital Management first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Mutual of America Capital Management held 18,116 shares of BrightSpring Health Services worth $1.26M as of Q2 2026.
  • Mutual of America Capital Management bought 2,967 BrightSpring Health Services shares in Q2 2026, an estimated $165K.
  • BrightSpring Health Services made up 0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #943 holding.
  • Mutual of America Capital Management first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.