Abound Wealth Management’s Bread Financial BFH Stock Holding History

Abound Wealth Management’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	$196	Sell	2 -2	-50%	-$211	﹤0.01%	1180
2026 Q2	$434	Hold	4	–	–	﹤0.01%	970
2026 Q1	$300	Hold	4	–	–	﹤0.01%	1130
2025 Q4	$297	Hold	4	–	–	﹤0.01%	1049
2025 Q3	$224	Hold	4	–	–	﹤0.01%	1084
2025 Q2	$229	Hold	4	–	–	﹤0.01%	996
2025 Q1	$201	Sell	4 -2	-33%	-$114	﹤0.01%	984
2024 Q4	$367	Hold	6	–	–	﹤0.01%	839
2024 Q3	$286	Sell	6 -1	-14%	-$51	﹤0.01%	990
2024 Q2	$312	Hold	7	–	–	﹤0.01%	973
2024 Q1	$261	Sell	7 -3	-30%	-$106	﹤0.01%	1188
2023 Q4	$330	Hold	10	–	–	﹤0.01%	1116
2023 Q3	$342	Hold	10	–	–	﹤0.01%	958
2023 Q2	$314	Buy	+10	New	+$287	﹤0.01%	1026

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Abound Wealth Management's BFH Position: Q3 2026 in Review

Abound Wealth Management reduced its Bread Financial (BFH) stake by 50% in Q3 2026, selling an estimated $211 and leaving 2 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Abound Wealth Management first reported a position in BFH in Q2 2023 and has held it in 14 quarters since. The position peaked at $434 in Q2 2026. 238 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

Abound Wealth Management held 2 shares of Bread Financial worth $196 as of Q3 2026.
Abound Wealth Management sold 2 Bread Financial shares in Q3 2026, an estimated $211.
Bread Financial made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1180 holding.
Abound Wealth Management first reported a position in Bread Financial in Q2 2023 and has held it in 14 quarters since.
Abound Wealth Management's Bread Financial position peaked at $434 in Q2 2026.
238 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.