CMA
BFH icon

Cedar Mountain Advisors’s Bread Financial BFH Stock Holding History

Cedar Mountain Advisors’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 		$8.02K Hold
74
– – ﹤0.01% 554
2026
Q1 		$5.54K Buy
74
+73
+7,300% +$5.38K ﹤0.01% 618
2025
Q4 		$74 Sell
1
-8
-89% -$526 ﹤0.01% 717
2025
Q3 		$502 Buy
+9
New +$555 ﹤0.01% 602

Other funds holding BFH

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cedar Mountain Advisors's BFH Position: Q2 2026 in Review

Cedar Mountain Advisors held its Bread Financial (BFH) position steady in Q2 2026 at 74 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Cedar Mountain Advisors first reported a position in BFH in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Cedar Mountain Advisors held 74 shares of Bread Financial worth $8.02K as of Q2 2026.
  • Cedar Mountain Advisors left its Bread Financial share count unchanged in Q2 2026.
  • Bread Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #554 holding.
  • Cedar Mountain Advisors first reported a position in Bread Financial in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.