Ancora Advisors’s Bread Financial BFH Stock Holding History

Ancora Advisors’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	–	Sell	-23	Closed	-$1.72K	–	2033
2026 Q1	$1.72K	Hold	23	–	–	﹤0.01%	2161
2025 Q4	$1.7K	Buy	+23	New	+$1.51K	﹤0.01%	2160
2022 Q4	–	Sell	-1,000	Closed	-$31K	–	1805
2022 Q3	$31K	Hold	1,000	–	–	﹤0.01%	1215
2022 Q2	$37K	Buy	+1,000	New	+$51K	﹤0.01%	1254
2022 Q1	–	Sell	-1,348	Closed	-$90K	–	2426
2021 Q4	$90K	Sell	1,348 -46,473	-97%	-$3.44M	﹤0.01%	1069
2021 Q3	$3.85M	Sell	47,821 -24,777	-34%	-$1.91M	0.1%	191
2021 Q2	$6.04M	Sell	72,598 -1,444	-2%	-$131K	0.16%	142
2021 Q1	$6.62M	Sell	74,042 -24,100	-25%	-$1.73M	0.18%	126
2020 Q4	$5.8M	Buy	98,142 +97,831	+31,457%	+$4.92M	0.19%	139
2020 Q3	$10K	Hold	311	–	–	﹤0.01%	1140
2020 Q2	$11K	Hold	311	–	–	﹤0.01%	1091
2020 Q1	$8K	Hold	311	–	–	﹤0.01%	1213
2019 Q4	$28K	Buy	+311	New	+$27.5K	﹤0.01%	1003
2018 Q4	–	Sell	-311	Closed	-$59K	–	666
2018 Q3	$59K	Buy	+311	New	+$58.6K	﹤0.01%	856
2018 Q2	–	Sell	-2,392	Closed	-$406K	–	686
2018 Q1	$406K	Buy	+2,392	New	+$467K	0.02%	509
2017 Q4	–	Sell	-1,312	Closed	-$232K	–	653
2017 Q3	$232K	Buy	+1,312	New	+$243K	0.01%	590

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

Ancora Advisors's BFH Position: Q2 2026 in Review

Ancora Advisors sold out of Bread Financial (BFH) in Q2 2026, closing a stake of 23 shares — an estimated $1.72K sold.

Ancora Advisors first reported a position in BFH in Q3 2017 and held it in 16 quarters. The position peaked at $6.62M in Q1 2021. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Ancora Advisors reported no remaining Bread Financial position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 23 Bread Financial shares in Q2 2026, an estimated $1.72K.
Ancora Advisors first reported a position in Bread Financial in Q3 2017 and held it in 16 quarters.
Ancora Advisors's Bread Financial position peaked at $6.62M in Q1 2021.
421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.