Baron Wealth Management
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
Q3 		$652K Buy
6,672
+206
+3% +$21.7K 0.17% 88
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Turtle Creek Asset Management
Turtle Creek Asset Management Toronto, Ontario, Canada $2.43B AUM 5.37% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baron Wealth Management's BFH Position: Q3 2026 in Review

Baron Wealth Management increased its Bread Financial (BFH) stake by 3.2% in Q3 2026, buying an estimated $21.7K and bringing the position to 6,672 shares worth $652K. The position accounts for 0.17% of the portfolio, ranked #88.

Baron Wealth Management first reported a position in BFH in Q4 2025 and has held it in 4 quarters since. The position peaked at $701K in Q2 2026. 341 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • Baron Wealth Management held 6,672 shares of Bread Financial worth $652K as of Q3 2026.
  • Baron Wealth Management bought 206 Bread Financial shares in Q3 2026, an estimated $21.7K.
  • Bread Financial made up 0.17% of Baron Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Baron Wealth Management first reported a position in Bread Financial in Q4 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's Bread Financial position peaked at $701K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.