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Wealthspire Advisors (New York)’s Bright Horizons BFAM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-68
Closed -$7.38K – 1230
2025
Q3 		$7.38K Buy
+68
New +$7.88K ﹤0.01% 2169

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s BFAM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bright Horizons (BFAM) in Q4 2025, closing a stake of 68 shares — an estimated $7.38K sold.

Wealthspire Advisors (New York) first reported a position in BFAM in Q3 2025 and held it in 1 quarter. The position peaked at $7.38K in Q3 2025. 406 funds tracked by Wall St. Rank hold BFAM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bright Horizons position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 68 Bright Horizons shares in Q4 2025, an estimated $7.38K.
  • Wealthspire Advisors (New York) first reported a position in Bright Horizons in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bright Horizons position peaked at $7.38K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.