BWM
BFH icon

Baron Wealth Management’s Bread Financial BFH Stock Holding History

Baron 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 		$701K Buy
6,466
+392
+6% +$35.2K 0.18% 78
2026
Q1 		$455K Buy
6,074
+2,004
+49% +$148K 0.14% 122
2025
Q4 		$301K Buy
+4,070
New +$268K 0.09% 173

Other funds holding BFH

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Baron Wealth Management increased its Bread Financial (BFH) stake by 6.5% in Q2 2026, buying an estimated $35.2K and bringing the position to 6,466 shares worth $701K. The position accounts for 0.18% of the portfolio, ranked #78.

Baron Wealth Management first reported a position in BFH in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Baron Wealth Management held 6,466 shares of Bread Financial worth $701K as of Q2 2026.
  • Baron Wealth Management bought 392 Bread Financial shares in Q2 2026, an estimated $35.2K.
  • Bread Financial made up 0.18% of Baron Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Baron Wealth Management first reported a position in Bread Financial in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.