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SBI Securities’s BrightSpring Health Services BTSG Stock Holding History

SBI Securities’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35K Buy
502
+364
+264% +$20.2K ﹤0.01% 1309
2026
Q1 		$5.88K Buy
138
+26
+23% +$1.05K ﹤0.01% 1965
2025
Q4 		$4.19K Buy
112
+36
+47% +$1.21K ﹤0.01% 2094
2025
Q3 		$2.25K Buy
76
+31
+69% +$721 ﹤0.01% 2381
2025
Q2 		$1.06K Buy
45
+26
+137% +$542 ﹤0.01% 2656
2025
Q1 		$344 Buy
19
+4
+27% +$79 ﹤0.01% 3015
2024
Q4 		$255 Buy
+15
New +$259 ﹤0.01% 3157

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's BTSG Position: Q2 2026 in Review

SBI Securities increased its BrightSpring Health Services (BTSG) stake by 264% in Q2 2026, buying an estimated $20.2K and bringing the position to 502 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

SBI Securities first reported a position in BTSG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • SBI Securities held 502 shares of BrightSpring Health Services worth $35K as of Q2 2026.
  • SBI Securities bought 364 BrightSpring Health Services shares in Q2 2026, an estimated $20.2K.
  • BrightSpring Health Services made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1309 holding.
  • SBI Securities first reported a position in BrightSpring Health Services in Q4 2024 and has held it in 7 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.