CMBA
BFH icon

C.M. Bidwell & Associates’s Bread Financial BFH Stock Holding History

C.M. Bidwell & Associates’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
Q1 		$80.3K Sell
1,072
-313
-23% -$23.1K 0.04% 185
2025
Q4 		$103K Buy
1,385
+1,275
+1,159% +$83.8K 0.05% 178
2025
Q3 		$6.13K Hold
110
– – ﹤0.01% 314
2025
Q2 		$6.28K Hold
110
– – ﹤0.01% 306
2025
Q1 		$5.51K Hold
110
– – ﹤0.01% 304
2024
Q4 		$6.72K Hold
110
– – ﹤0.01% 302
2024
Q3 		$5.23K Hold
110
– – ﹤0.01% 322
2024
Q2 		$4.9K Hold
110
– – ﹤0.01% 323
2024
Q1 		$4.1K Buy
110
+16
+17% +$568 ﹤0.01% 342
2023
Q4 		$3.1K Sell
94
-3,309
-97% -$98.8K ﹤0.01% 386
2023
Q3 		$116K Buy
+3,403
New +$125K 0.09% 200
2021
Q4 		– Sell
-2,412
Closed -$194K – 555
2021
Q3 		$194K Sell
2,412
-944
-28% -$72.9K 0.13% 155
2021
Q2 		$279K Buy
3,356
+274
+9% +$24.8K 0.18% 102
2021
Q1 		$276K Buy
3,082
+457
+17% +$32.8K 0.2% 76
2020
Q4 		$155K Buy
+2,625
New +$132K 0.13% 167

Other funds holding BFH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return