CA
BFH icon

Clearstead Advisors’s Bread Financial BFH Stock Holding History

Clearstead 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 		$9.43K Buy
+87
New +$7.81K ﹤0.01% 1997
2025
Q4 		– Sell
-21
Closed -$1.17K – 2797
2025
Q3 		$1.17K Buy
+21
New +$1.3K ﹤0.01% 2588

Other funds holding BFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Advisors's BFH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bread Financial (BFH) in Q2 2026: 87 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #1997 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BFH as recently as Q3 2025.

Clearstead Advisors first reported a position in BFH in Q3 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Clearstead Advisors held 87 shares of Bread Financial worth $9.43K as of Q2 2026.
  • Bread Financial was a new Clearstead Advisors position in Q2 2026.
  • Bread Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1997 holding.
  • Clearstead Advisors first reported a position in Bread Financial in Q3 2025 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.