Waverly Advisors’s Bright Horizons BFAM Stock Holding History

Waverly 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 Q2	–	Sell	-3,057	Closed	-$251K	–	1761
2026 Q1	$251K	Buy	+3,057	New	+$257K	﹤0.01%	1395

Other funds holding BFAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Waverly Advisors's BFAM Position: Q2 2026 in Review

Waverly Advisors sold out of Bright Horizons (BFAM) in Q2 2026, closing a stake of 3,057 shares — an estimated $251K sold.

Waverly Advisors first reported a position in BFAM in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

Waverly Advisors reported no remaining Bright Horizons position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 3,057 Bright Horizons shares in Q2 2026, an estimated $251K.
Waverly Advisors first reported a position in Bright Horizons in Q1 2026 and held it in 1 quarter.
Waverly Advisors's Bright Horizons position peaked at $251K in Q1 2026.
387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.