WA
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
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return