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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Abound Wealth Management's BFH Position: Q2 2026 in Review

Abound Wealth Management held its Bread Financial (BFH) position steady in Q2 2026 at 4 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Abound Wealth Management first reported a position in BFH in Q2 2023 and has held it in 13 quarters since. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Abound Wealth Management held 4 shares of Bread Financial worth $434 as of Q2 2026.
Abound Wealth Management left its Bread Financial share count unchanged in Q2 2026.
Bread Financial made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #970 holding.
Abound Wealth Management first reported a position in Bread Financial in Q2 2023 and has held it in 13 quarters since.
421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.