Beaird Harris Wealth Management’s Bread Financial BFH Stock Holding History

Beaird Harris 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	$7.33K	Hold	68	–	–	﹤0.01%	418
2026 Q1	$5.07K	Hold	68	–	–	﹤0.01%	410
2025 Q4	$5.01K	Hold	68	–	–	﹤0.01%	437
2025 Q3	$3.77K	Hold	68	–	–	﹤0.01%	451
2025 Q2	$3.87K	Hold	68	–	–	﹤0.01%	439
2025 Q1	$3.39K	Hold	68	–	–	﹤0.01%	409
2024 Q4	$4.13K	Hold	68	–	–	﹤0.01%	391
2024 Q3	$3.22K	Hold	68	–	–	﹤0.01%	402
2024 Q2	$3.02K	Hold	68	–	–	﹤0.01%	494
2024 Q1	$2.52K	Hold	68	–	–	﹤0.01%	446
2023 Q4	$2.23K	Hold	68	–	–	﹤0.01%	450
2023 Q3	$2.31K	Hold	68	–	–	﹤0.01%	352
2023 Q2	$2.13K	Hold	68	–	–	﹤0.01%	367
2023 Q1	$2.05K	Hold	68	–	–	﹤0.01%	374
2022 Q4	$2.55K	Hold	68	–	–	﹤0.01%	535
2022 Q3	$2K	Hold	68	–	–	﹤0.01%	391
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	326
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	442
2021 Q4	$5K	Buy	+68	New	+$5.03K	﹤0.01%	467

Other funds holding BFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Beaird Harris Wealth Management's BFH Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Bread Financial (BFH) position steady in Q2 2026 at 68 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Beaird Harris Wealth Management first reported a position in BFH in Q4 2021 and has held it in 19 quarters since. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Beaird Harris Wealth Management held 68 shares of Bread Financial worth $7.33K as of Q2 2026.
Beaird Harris Wealth Management left its Bread Financial share count unchanged in Q2 2026.
Bread Financial made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #418 holding.
Beaird Harris Wealth Management first reported a position in Bread Financial in Q4 2021 and has held it in 19 quarters since.
421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.