Corient Private Wealth
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Corient Private Wealth’s Bread Financial BFH Stock Holding History

Corient Private Wealth’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220K Buy
+3,853
New +$220K ﹤0.01% 2265
2025
Q1 		– Sell
-3,877
Closed -$237K – 2294
2024
Q4 		$237K Buy
+3,877
New +$237K ﹤0.01% 2022