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Atria Wealth Solutions’s Bread Financial BFH Stock Holding History

Atria Wealth Solutions’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
Q2 		$226K Buy
+3,953
New +$199K 0.01% 1314
2024
Q1 		– Sell
-6,250
Closed -$206K – 1965
2023
Q4 		$206K Buy
+6,250
New +$187K ﹤0.01% 1760

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's BFH Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Bread Financial (BFH) in Q2 2025: 3,953 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in BFH as recently as Q4 2023.

Atria Wealth Solutions first reported a position in BFH in Q4 2023 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold BFH as of Q2 2025.

  • Atria Wealth Solutions held 3,953 shares of Bread Financial worth $226K as of Q2 2025.
  • Bread Financial was a new Atria Wealth Solutions position in Q2 2025.
  • Bread Financial made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1314 holding.
  • Atria Wealth Solutions first reported a position in Bread Financial in Q4 2023 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Bread Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.