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 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 $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SBI Securities's BTSG Position: Q1 2026 in Review

SBI Securities increased its BrightSpring Health Services (BTSG) stake by 23% in Q1 2026, buying an estimated $1.05K and bringing the position to 138 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

SBI Securities first reported a position in BTSG in Q4 2024 and has held it in 6 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

SBI Securities held 138 shares of BrightSpring Health Services worth $5.88K as of Q1 2026.
SBI Securities bought 26 BrightSpring Health Services shares in Q1 2026, an estimated $1.05K.
BrightSpring Health Services made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #1965 holding.
SBI Securities first reported a position in BrightSpring Health Services in Q4 2024 and has held it in 6 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.