Allworth Financial LP
Position in BFAM — Bright Horizons Family Solutions Inc.
CIK 1555170
FOLSOM, CA
Position in BFAM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$192,651
-$5,939 QoQ
Shares Held
2,718
+12.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 387 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFAM Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Allworth Financial LP holds $1,384,884 across 8 Personal Services names. BFAM ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
14,168 | $539,517 | |
| 2 | SCI |
Service Corp International
|
3,322 | $252,339 | |
| 3 | ANDG |
Andersen Group Inc.
|
6,000 | $226,320 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
This page
|
2,718 | $192,651 | |
| 5 | ROL |
Rollins Inc
|
3,660 | $152,768 | |
| 6 | FTDR |
Frontdoor, Inc.
|
193 | $14,974 | |
| 7 | MED |
Medifast Inc
|
523 | $5,549 | |
| 8 | CSV |
Carriage Services Inc
|
20 | $766 |
All Filings in BFAM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,651 | 2,718 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $198,590 | 2,418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $99,169 | 978 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $81,101 | 747 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $17,055 | 138 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,892 | 70 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,207 | 56 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $31,529 | 225 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $24,547 | 223 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,441 | 48 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,523 | 48 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,272 | 77 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,656 | 72 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,312 | 69 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,902 | 46 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,190 | 38 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $169 | 2 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $106,815 | 805 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $101,333 | 805 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $98,291 | 705 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||