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 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

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return