SWA
BFAM icon

SFMG Wealth Advisors’s Bright Horizons BFAM Stock Holding History

SFMG 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
2026
Q1 		– Sell
-2,226
Closed -$226K – 328
2025
Q4 		$226K Hold
2,226
– – 0.02% 277
2025
Q3 		$242K Hold
2,226
– – 0.02% 257
2025
Q2 		$275K Hold
2,226
– – 0.02% 218
2025
Q1 		$283K Hold
2,226
– – 0.02% 207
2024
Q4 		$247K Hold
2,226
– – 0.02% 226
2024
Q3 		$312K Hold
2,226
– – 0.03% 198
2024
Q2 		$245K Hold
2,226
– – 0.02% 215
2024
Q1 		$252K Hold
2,226
– – 0.02% 219
2023
Q4 		$210K Buy
+2,226
New +$190K 0.02% 235
2023
Q3 		– Sell
-2,226
Closed -$206K – 258
2023
Q2 		$206K Buy
+2,226
New +$188K 0.02% 230
2022
Q2 		– Sell
-2,226
Closed -$295K – 280
2022
Q1 		$295K Hold
2,226
– – 0.03% 201
2021
Q4 		$280K Sell
2,226
-995
-31% -$138K 0.03% 212
2021
Q3 		$449K Sell
3,221
-11
-0.3% -$1.61K 0.05% 156
2021
Q2 		$475K Buy
3,232
+39
+1% +$5.83K 0.05% 153
2021
Q1 		$547K Hold
3,193
– – 0.06% 132
2020
Q4 		$552K Buy
3,193
+967
+43% +$158K 0.07% 117
2020
Q3 		$338K Hold
2,226
– – 0.05% 132
2020
Q2 		$261K Hold
2,226
– – 0.04% 134
2020
Q1 		$227K Hold
2,226
– – 0.03% 119
2019
Q4 		$335K Hold
2,226
– – 0.04% 122
2019
Q3 		$339K Hold
2,226
– – 0.05% 110
2019
Q2 		$349K Hold
2,226
– – 0.05% 109
2019
Q1 		$283K Hold
2,226
– – 0.04% 117
2018
Q4 		$248K Hold
2,226
– – 0.04% 116
2018
Q3 		$258K Hold
2,226
– – 0.04% 109
2018
Q2 		$228K Hold
2,226
– – 0.04% 130
2018
Q1 		$222K Hold
2,226
– – 0.04% 128
2017
Q4 		$209K Buy
+2,226
New +$197K 0.03% 131

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

SFMG Wealth Advisors's BFAM Position: Q1 2026 in Review

SFMG Wealth Advisors sold out of Bright Horizons (BFAM) in Q1 2026, closing a stake of 2,226 shares — an estimated $226K sold.

SFMG Wealth Advisors first reported a position in BFAM in Q4 2017 and held it in 28 quarters. The position peaked at $552K in Q4 2020. 371 funds tracked by Wall St. Rank hold BFAM as of Q1 2026.

  • SFMG Wealth Advisors reported no remaining Bright Horizons position as of Q1 2026 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,226 Bright Horizons shares in Q1 2026, an estimated $226K.
  • SFMG Wealth Advisors first reported a position in Bright Horizons in Q4 2017 and held it in 28 quarters.
  • SFMG Wealth Advisors's Bright Horizons position peaked at $552K in Q4 2020.
  • 371 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.