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James T. Borello RIA’s Bright Horizons BFAM Stock Holding History

James T. Borello RIA’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 		$127 Sell
2
-1
-33% -$72 ﹤0.01% 1183
2026
Q2 		$213 Buy
3
+2
+200% +$145 ﹤0.01% 1118
2026
Q1 		$82 Sell
1
-9
-90% -$758 ﹤0.01% 1184
2025
Q4 		$1.01K Buy
+10
New +$1.01K ﹤0.01% 873

Other funds holding BFAM

Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James T. Borello RIA's BFAM Position: Q3 2026 in Review

James T. Borello RIA reduced its Bright Horizons (BFAM) stake by 33% in Q3 2026, selling an estimated $72 and leaving 2 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

James T. Borello RIA first reported a position in BFAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01K in Q4 2025. 44 funds tracked by Wall St. Rank hold BFAM as of Q3 2026.

  • James T. Borello RIA held 2 shares of Bright Horizons worth $127 as of Q3 2026.
  • James T. Borello RIA sold 1 Bright Horizons share in Q3 2026, an estimated $72.
  • Bright Horizons made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1183 holding.
  • James T. Borello RIA first reported a position in Bright Horizons in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Bright Horizons position peaked at $1.01K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.