Stifel Financial
BTSG icon

Stifel Financial’s BrightSpring Health Services BTSG Stock Holding History

Stifel Financial’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 		$845K Buy
12,118
+715
+6% +$39.7K ﹤0.01% 2664
2026
Q1 		$486K Buy
11,403
+331
+3% +$13.3K ﹤0.01% 2897
2025
Q4 		$415K Buy
+11,072
New +$371K ﹤0.01% 2961

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

Stifel Financial's BTSG Position: Q2 2026 in Review

Stifel Financial increased its BrightSpring Health Services (BTSG) stake by 6.3% in Q2 2026, buying an estimated $39.7K and bringing the position to 12,118 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Stifel Financial first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Stifel Financial held 12,118 shares of BrightSpring Health Services worth $845K as of Q2 2026.
  • Stifel Financial bought 715 BrightSpring Health Services shares in Q2 2026, an estimated $39.7K.
  • BrightSpring Health Services made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2664 holding.
  • Stifel Financial first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.