TWD
BFAM icon

True Wealth Design’s Bright Horizons BFAM Stock Holding History

True Wealth Design’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
Q3 		$19.9K Sell
313
-3
-0.9% -$216 ﹤0.01% 825
2026
Q2 		$22.4K Sell
316
-289
-48% -$20.9K 0.01% 773
2026
Q1 		$49.7K Buy
605
+58
+11% +$4.88K 0.01% 407
2025
Q4 		$55.5K Buy
547
+373
+214% +$37.6K 0.02% 306
2025
Q3 		$18.9K Buy
174
+37
+27% +$4.28K 0.01% 636
2025
Q2 		$16.9K Sell
137
-193
-58% -$23.7K 0.01% 427
2025
Q1 		$41.9K Buy
330
+259
+365% +$31.8K 0.02% 220
2024
Q4 		$7.87K Sell
71
-281
-80% -$33.8K ﹤0.01% 458
2024
Q3 		$49.3K Buy
+352
New +$45.5K 0.02% 147

Other funds holding BFAM

Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

True Wealth Design's BFAM Position: Q3 2026 in Review

True Wealth Design reduced its Bright Horizons (BFAM) stake by 0.95% in Q3 2026, selling an estimated $216 and leaving 313 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

True Wealth Design first reported a position in BFAM in Q3 2024 and has held it in 9 quarters since. The position peaked at $55.5K in Q4 2025. 44 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • True Wealth Design held 313 shares of Bright Horizons worth $19.9K as of Q3 2026.
  • True Wealth Design sold 3 Bright Horizons shares in Q3 2026, an estimated $216.
  • Bright Horizons made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #825 holding.
  • True Wealth Design first reported a position in Bright Horizons in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Bright Horizons position peaked at $55.5K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.