Bullock Wealth Management’s Bread Financial BFH Stock Holding History

Bullock 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	$8.05K	Buy	+83	New	+$8.74K	﹤0.01%	466

Other funds holding BFH

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Bullock Wealth Management opened a new position in Bread Financial (BFH) in Q3 2026: 83 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings.

11 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

Bullock Wealth Management held 83 shares of Bread Financial worth $8.05K as of Q3 2026.
Bread Financial was a new Bullock Wealth Management position in Q3 2026.
Bread Financial made up ﹤0.01% of Bullock Wealth Management's portfolio in Q3 2026, its #466 holding.
11 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Bullock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.