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Principia Wealth Advisory’s Bright Horizons BFAM Stock Holding History

Principia Wealth Advisory’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 		– Sell
-1
Closed -$82 – 1067
2026
Q1 		$82 Sell
1
-8
-89% -$674 ﹤0.01% 1022
2025
Q4 		$913 Buy
9
+6
+200% +$605 ﹤0.01% 697
2025
Q3 		$326 Buy
+3
New +$347 ﹤0.01% 846

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

Principia Wealth Advisory's BFAM Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Bright Horizons (BFAM) in Q2 2026, closing a stake of 1 share — an estimated $82 sold.

Principia Wealth Advisory first reported a position in BFAM in Q3 2025 and held it in 3 quarters. The position peaked at $913 in Q4 2025. 386 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Principia Wealth Advisory reported no remaining Bright Horizons position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Bright Horizons share in Q2 2026, an estimated $82.
  • Principia Wealth Advisory first reported a position in Bright Horizons in Q3 2025 and held it in 3 quarters.
  • Principia Wealth Advisory's Bright Horizons position peaked at $913 in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.