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Pinnacle Wealth Planning Services’s Bright Horizons BFAM Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$30.6K Buy
432
+386
+839% +$27.9K ﹤0.01% 1575
2026
Q1 		$3.78K Buy
46
+15
+48% +$1.26K ﹤0.01% 2318
2025
Q4 		$3.14K Buy
+31
New +$3.13K ﹤0.01% 2389
2021
Q1 		– Sell
-1,004
Closed -$174K – 525
2020
Q4 		$174K Buy
+1,004
New +$164K 0.04% 314

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's BFAM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Bright Horizons (BFAM) stake by 839% in Q2 2026, buying an estimated $27.9K and bringing the position to 432 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Pinnacle Wealth Planning Services first reported a position in BFAM in Q4 2020 and has held it in 4 quarters since. The position peaked at $174K in Q4 2020. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 432 shares of Bright Horizons worth $30.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 386 Bright Horizons shares in Q2 2026, an estimated $27.9K.
  • Bright Horizons made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1575 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bright Horizons in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Bright Horizons position peaked at $174K in Q4 2020.
  • 387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.