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Anderson Financial Strategies’s Bread Financial BFH Stock Holding History

Anderson Financial Strategies’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
2025
Q3 		– Sell
-27,634
Closed -$1.58M – 40
2025
Q2 		$1.58M Buy
27,634
+50
+0.2% +$2.52K 1.01% 22
2025
Q1 		$1.38M Buy
27,584
+4,163
+18% +$236K 0.84% 24
2024
Q4 		$1.43M Buy
+23,421
New +$1.32M 0.86% 21

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anderson Financial Strategies's BFH Position: Q3 2025 in Review

Anderson Financial Strategies sold out of Bread Financial (BFH) in Q3 2025, closing a stake of 27,634 shares — an estimated $1.58M sold.

Anderson Financial Strategies first reported a position in BFH in Q4 2024 and held it in 3 quarters. The position peaked at $1.58M in Q2 2025. 345 funds tracked by Wall St. Rank hold BFH as of Q3 2025.

  • Anderson Financial Strategies reported no remaining Bread Financial position as of Q3 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 27,634 Bread Financial shares in Q3 2025, an estimated $1.58M.
  • Anderson Financial Strategies first reported a position in Bread Financial in Q4 2024 and held it in 3 quarters.
  • Anderson Financial Strategies's Bread Financial position peaked at $1.58M in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Bread Financial as of Q3 2025.

Based on Anderson Financial Strategies's 13F filing for Q3 2025, filed 5 Nov 2025.