Pinnacle Wealth Planning Services
BFAM icon

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
Q3 		$93.7K Buy
1,471
+1,039
+241% +$74.9K 0.01% 888
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

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Access Investment Management
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KBC Group
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Creative Planning
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Graphene Investments SAS
Graphene Investments SAS Paris, France $185M AUM 30.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Pinnacle Wealth Planning Services's BFAM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Bright Horizons (BFAM) stake by 241% in Q3 2026, buying an estimated $74.9K and bringing the position to 1,471 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #888.

Pinnacle Wealth Planning Services first reported a position in BFAM in Q4 2020 and has held it in 5 quarters since. The position peaked at $174K in Q4 2020. 118 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,471 shares of Bright Horizons worth $93.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,039 Bright Horizons shares in Q3 2026, an estimated $74.9K.
  • Bright Horizons made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #888 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bright Horizons in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Bright Horizons position peaked at $174K in Q4 2020.
  • 118 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.