HB Wealth Management, LLC

Position in BFAM — Bright Horizons Family Solutions Inc.

CIK 1911253 Atlanta, GA

Position in BFAM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$279,976

-$43,287 QoQ

Shares Held

3,950

+0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#233

of 384 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HB Wealth Management, LLC holds $3,130,905 across 4 Personal Services names. BFAM ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	27,719	$1,156,991
2	HRB	H&R Block Inc	23,475	$893,928
3	SCI	Service Corp International	10,532	$800,010
4	BFAM	Bright Horizons Family Solutions Inc. This page	3,950	$279,976

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,976	3,950	+0.4%	Shares	Sole	2026-07-29
2026-03-31	$323,263	3,936	+93.6%	Shares	Sole	2026-04-27
2025-12-31	$206,146	2,033	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.