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Coppell Advisory Solutions’s Bread Financial BFH Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-113
Closed -$6.94K – 481
2024
Q4 		$6.94K Sell
113
-390
-78% -$22.1K ﹤0.01% 1237
2024
Q3 		$23.5K Buy
503
+390
+345% +$19.9K ﹤0.01% 794
2024
Q2 		$5.04K Buy
+113
New +$4.43K ﹤0.01% 1196
2023
Q4 		$3.72K Buy
+113
New +$3.38K ﹤0.01% 1174

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Coppell Advisory Solutions's BFH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Bread Financial (BFH) in Q1 2025, closing a stake of 113 shares — an estimated $6.94K sold.

Coppell Advisory Solutions first reported a position in BFH in Q4 2023 and held it in 4 quarters. The position peaked at $23.5K in Q3 2024. 324 funds tracked by Wall St. Rank hold BFH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Bread Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 113 Bread Financial shares in Q1 2025, an estimated $6.94K.
  • Coppell Advisory Solutions first reported a position in Bread Financial in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Bread Financial position peaked at $23.5K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Bread Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.