Wealth Alliance
BFAM icon

Wealth Alliance’s Bright Horizons BFAM Stock Holding History

Wealth Alliance’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 		$201K Buy
+3,161
New +$228K 0.02% 551
2026
Q2 		– Sell
-3,251
Closed -$267K – 582
2026
Q1 		$267K Buy
+3,251
New +$274K 0.03% 465
2025
Q4 		– Sell
-1,935
Closed -$210K – 555
2025
Q3 		$210K Sell
1,935
-66
-3% -$7.64K 0.02% 520
2025
Q2 		$247K Buy
2,001
+128
+7% +$15.7K 0.03% 470
2025
Q1 		$238K Buy
1,873
+12
+0.6% +$1.47K 0.03% 456
2024
Q4 		$206K Buy
1,861
+32
+2% +$3.85K 0.02% 473
2024
Q3 		$256K Buy
+1,829
New +$237K 0.03% 439
2024
Q2 		– Sell
-1,954
Closed -$222K – 518
2024
Q1 		$222K Buy
+1,954
New +$206K 0.03% 470
2021
Q2 		– Sell
-1,449
Closed -$248K – 424
2021
Q1 		$248K Sell
1,449
-51
-3% -$8.4K 0.07% 335
2020
Q4 		$259K Buy
+1,500
New +$246K 0.08% 310

Other funds holding BFAM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Alliance's BFAM Position: Q3 2026 in Review

Wealth Alliance opened a new position in Bright Horizons (BFAM) in Q3 2026: 3,161 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #551 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in BFAM as recently as Q1 2026.

Wealth Alliance first reported a position in BFAM in Q4 2020 and has held it in 10 quarters since. The position peaked at $267K in Q1 2026. 300 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • Wealth Alliance held 3,161 shares of Bright Horizons worth $201K as of Q3 2026.
  • Bright Horizons was a new Wealth Alliance position in Q3 2026.
  • Bright Horizons made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #551 holding.
  • Wealth Alliance first reported a position in Bright Horizons in Q4 2020 and has held it in 10 quarters since.
  • Wealth Alliance's Bright Horizons position peaked at $267K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.