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Stephens Inc’s BrightSpring Health Services BTSG Stock Holding History

Stephens Inc’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 		$221K Buy
+5,181
New +$209K ﹤0.01% 1168

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Stephens Inc's BTSG Position: Q1 2026 in Review

Stephens Inc opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 5,181 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings.

335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Stephens Inc held 5,181 shares of BrightSpring Health Services worth $221K as of Q1 2026.
  • BrightSpring Health Services was a new Stephens Inc position in Q1 2026.
  • BrightSpring Health Services made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1168 holding.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.