BWA
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Basecamp Wealth Advisors’s Bread Financial BFH Stock Holding History

Basecamp Wealth 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 		$2.71K Buy
25
+17
+213% +$1.53K ﹤0.01% 1297
2026
Q1 		$599 Hold
8
– – ﹤0.01% 1677
2025
Q4 		$592 Buy
+8
New +$526 ﹤0.01% 1593

Other funds holding BFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Basecamp Wealth Advisors's BFH Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Bread Financial (BFH) stake by 213% in Q2 2026, buying an estimated $1.53K and bringing the position to 25 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Basecamp Wealth Advisors first reported a position in BFH in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Basecamp Wealth Advisors held 25 shares of Bread Financial worth $2.71K as of Q2 2026.
  • Basecamp Wealth Advisors bought 17 Bread Financial shares in Q2 2026, an estimated $1.53K.
  • Bread Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1297 holding.
  • Basecamp Wealth Advisors first reported a position in Bread Financial in Q4 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

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