SAG
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SageView Advisory Group’s Bright Horizons BFAM Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-299
Closed -$30.3K – 781
2025
Q4 		$30.3K Buy
+299
New +$30.2K ﹤0.01% 1281

Other funds holding BFAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

SageView Advisory Group's BFAM Position: Q1 2026 in Review

SageView Advisory Group sold out of Bright Horizons (BFAM) in Q1 2026, closing a stake of 299 shares — an estimated $30.3K sold.

SageView Advisory Group first reported a position in BFAM in Q4 2025 and held it in 1 quarter. The position peaked at $30.3K in Q4 2025. 371 funds tracked by Wall St. Rank hold BFAM as of Q1 2026.

  • SageView Advisory Group reported no remaining Bright Horizons position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 299 Bright Horizons shares in Q1 2026, an estimated $30.3K.
  • SageView Advisory Group first reported a position in Bright Horizons in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Bright Horizons position peaked at $30.3K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.