Root Financial Partners
BFAM icon

Root Financial Partners’s Bright Horizons BFAM Stock Holding History

Root Financial Partners’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 		$28.5K Buy
+447
New +$32.2K ﹤0.01% 1366
2026
Q2 		– Sell
-98
Closed -$8.05K – 726
2026
Q1 		$8.05K Buy
98
+12
+14% +$1.01K ﹤0.01% 1766
2025
Q4 		$8.72K Buy
86
+2
+2% +$202 ﹤0.01% 1557
2025
Q3 		$9.12K Buy
+84
New +$9.7K ﹤0.01% 1487

Other funds holding BFAM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's BFAM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bright Horizons (BFAM) in Q3 2026: 447 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BFAM as recently as Q1 2026.

Root Financial Partners first reported a position in BFAM in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • Root Financial Partners held 447 shares of Bright Horizons worth $28.5K as of Q3 2026.
  • Bright Horizons was a new Root Financial Partners position in Q3 2026.
  • Bright Horizons made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1366 holding.
  • Root Financial Partners first reported a position in Bright Horizons in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.