Summit Trail Advisors’s Bright Horizons BFAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$823K Sell
2025
Q4
$1.33M Buy
2025
Q3
$998K Buy
2025
Q2
$582K Buy
2018
Q1
Sell
2017
Q4
$5K Buy