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Wealth Preservation Advisors’s Bright Horizons BFAM Stock Holding History

Wealth Preservation 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
-394
Closed -$32.4K – 178
2026
Q1 		$32.4K Buy
+394
New +$33.2K 0.03% 241

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealth Preservation Advisors's BFAM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Bright Horizons (BFAM) in Q2 2026, closing a stake of 394 shares — an estimated $32.4K sold.

Wealth Preservation Advisors first reported a position in BFAM in Q1 2026 and held it in 1 quarter. The position peaked at $32.4K in Q1 2026. 388 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Bright Horizons position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 394 Bright Horizons shares in Q2 2026, an estimated $32.4K.
  • Wealth Preservation Advisors first reported a position in Bright Horizons in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Bright Horizons position peaked at $32.4K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

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