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WESPAC Advisors’s BrightSpring Health Services BTSG Stock Holding History

WESPAC Advisors’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$817K Buy
+11,714
New +$650K 0.4% 79

Other funds holding BTSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WESPAC Advisors's BTSG Position: Q2 2026 in Review

WESPAC Advisors opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 11,714 shares worth $817K. The stake represents 0.4% of the portfolio and ranks #79 among its holdings.

212 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • WESPAC Advisors held 11,714 shares of BrightSpring Health Services worth $817K as of Q2 2026.
  • BrightSpring Health Services was a new WESPAC Advisors position in Q2 2026.
  • BrightSpring Health Services made up 0.4% of WESPAC Advisors's portfolio in Q2 2026, its #79 holding.
  • 212 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.