Superior Planning, LLC’s Bread Financial BFH Stock Holding History

Superior Planning, LLC’s Portfolio BFH Stock Details BFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$782	Buy	+8	New	+$842	﹤0.01%	1806

Other funds holding BFH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's BFH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bread Financial (BFH) in Q3 2026: 8 shares worth $782. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings.

278 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

Superior Planning, LLC held 8 shares of Bread Financial worth $782 as of Q3 2026.
Bread Financial was a new Superior Planning, LLC position in Q3 2026.
Bread Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1806 holding.
278 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.