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Bruce G. Allen Investments’s Bread Financial BFH Stock Holding History

Bruce G. Allen Investments’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 		$2.17K Hold
20
– – ﹤0.01% 673
2026
Q1 		$1.5K Hold
20
– – ﹤0.01% 742
2025
Q4 		$1.48K Hold
20
– – ﹤0.01% 747
2025
Q3 		$1.11K Hold
20
– – ﹤0.01% 805
2025
Q2 		$1.14K Sell
20
-5
-20% -$252 ﹤0.01% 794
2025
Q1 		$1.25K Hold
25
– – ﹤0.01% 768
2024
Q4 		$1.53K Hold
25
– – ﹤0.01% 756
2024
Q3 		$1.19K Hold
25
– – ﹤0.01% 786
2024
Q2 		$1.11K Buy
+25
New +$981 ﹤0.01% 762

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bruce G. Allen Investments's BFH Position: Q2 2026 in Review

Bruce G. Allen Investments held its Bread Financial (BFH) position steady in Q2 2026 at 20 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Bruce G. Allen Investments first reported a position in BFH in Q2 2024 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Bruce G. Allen Investments held 20 shares of Bread Financial worth $2.17K as of Q2 2026.
  • Bruce G. Allen Investments left its Bread Financial share count unchanged in Q2 2026.
  • Bread Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #673 holding.
  • Bruce G. Allen Investments first reported a position in Bread Financial in Q2 2024 and has held it in 9 quarters since.
  • 421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.