OF
BFAM icon

Optimize Financial’s Bright Horizons BFAM Stock Holding History

Optimize Financial’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
Q1 		– Sell
-5,193
Closed -$527K – 315
2025
Q4 		$527K Buy
5,193
+72
+1% +$7.26K 0.27% 110
2025
Q3 		$556K Buy
+5,121
New +$593K 0.29% 95

Other funds holding BFAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Optimize Financial's BFAM Position: Q1 2026 in Review

Optimize Financial sold out of Bright Horizons (BFAM) in Q1 2026, closing a stake of 5,193 shares — an estimated $527K sold.

Optimize Financial first reported a position in BFAM in Q3 2025 and held it in 2 quarters. The position peaked at $556K in Q3 2025. 371 funds tracked by Wall St. Rank hold BFAM as of Q1 2026.

  • Optimize Financial reported no remaining Bright Horizons position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 5,193 Bright Horizons shares in Q1 2026, an estimated $527K.
  • Optimize Financial first reported a position in Bright Horizons in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Bright Horizons position peaked at $556K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.