Rothwell Investment Advisors, LLC’s Bread Financial BFH Stock Holding History

Rothwell Investment Advisors, 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	$62.7K	Buy	+641	New	+$67.5K	0.03%	376

Other funds holding BFH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BFH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Bread Financial (BFH) in Q3 2026: 641 shares worth $62.7K. The stake represents 0.03% of the portfolio and ranks #376 among its holdings.

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

Rothwell Investment Advisors, LLC held 641 shares of Bread Financial worth $62.7K as of Q3 2026.
Bread Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Bread Financial made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #376 holding.
188 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.