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Provenance Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Provenance Wealth Advisors’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
2025
Q2 		– Sell
-12
Closed -$1.52K – 435
2025
Q1 		$1.52K Hold
12
– – ﹤0.01% 426
2024
Q4 		$1.33K Hold
12
– – ﹤0.01% 469
2024
Q3 		$1.68K Hold
12
– – ﹤0.01% 486
2024
Q2 		$1.32K Hold
12
– – ﹤0.01% 415
2024
Q1 		$1.36K Sell
12
-17
-59% -$1.79K ﹤0.01% 447
2023
Q4 		$2.73K Buy
29
+17
+142% +$1.45K ﹤0.01% 412
2023
Q3 		$978 Buy
+12
New +$1.11K ﹤0.01% 399

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Provenance Wealth Advisors's BFAM Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Bright Horizons (BFAM) in Q2 2025, closing a stake of 12 shares — an estimated $1.52K sold.

Provenance Wealth Advisors first reported a position in BFAM in Q3 2023 and held it in 7 quarters. The position peaked at $2.73K in Q4 2023. 396 funds tracked by Wall St. Rank hold BFAM as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Bright Horizons position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 12 Bright Horizons shares in Q2 2025, an estimated $1.52K.
  • Provenance Wealth Advisors first reported a position in Bright Horizons in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Bright Horizons position peaked at $2.73K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.