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BOK Financial Private Wealth’s Bread Financial BFH Stock Holding History

BOK Financial Private Wealth’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
Q3 		– Sell
-740
Closed -$42.3K – 389
2025
Q2 		$42.3K Buy
+740
New +$37.3K ﹤0.01% 258

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial Private Wealth's BFH Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Bread Financial (BFH) in Q3 2025, closing a stake of 740 shares — an estimated $42.3K sold.

BOK Financial Private Wealth first reported a position in BFH in Q2 2025 and held it in 1 quarter. The position peaked at $42.3K in Q2 2025. 345 funds tracked by Wall St. Rank hold BFH as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Bread Financial position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 740 Bread Financial shares in Q3 2025, an estimated $42.3K.
  • BOK Financial Private Wealth first reported a position in Bread Financial in Q2 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's Bread Financial position peaked at $42.3K in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Bread Financial as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.