Creative Financial Designs’s Bread Financial BFH Stock Holding History

Creative Financial Designs’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	$749	Hold	10	–	–	﹤0.01%	1951
2025 Q4	$740	Hold	10	–	–	﹤0.01%	1853
2025 Q3	$558	Hold	10	–	–	﹤0.01%	1912
2025 Q2	$571	Hold	10	–	–	﹤0.01%	1883
2025 Q1	$501	Buy	+10	New	+$568	﹤0.01%	1913
2020 Q4	–	Sell	-99	Closed	-$3K	–	1226
2020 Q3	$3K	Buy	+99	New	+$3.52K	﹤0.01%	1008
2019 Q1	–	Sell	-9	Closed	-$1K	–	563
2018 Q4	$1K	Sell	9 -19	-68%	-$2.98K	﹤0.01%	544
2018 Q3	$5K	Sell	28 -35	-56%	-$6.6K	﹤0.01%	521
2018 Q2	$12K	Buy	+63	New	+$10.8K	0.01%	436

Other funds holding BFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Financial Designs's BFH Position: Q1 2026 in Review

Creative Financial Designs held its Bread Financial (BFH) position steady in Q1 2026 at 10 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Creative Financial Designs first reported a position in BFH in Q2 2018 and has held it in 9 quarters since. The position peaked at $12K in Q2 2018. 388 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

Creative Financial Designs held 10 shares of Bread Financial worth $749 as of Q1 2026.
Creative Financial Designs left its Bread Financial share count unchanged in Q1 2026.
Bread Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1951 holding.
Creative Financial Designs first reported a position in Bread Financial in Q2 2018 and has held it in 9 quarters since.
Creative Financial Designs's Bread Financial position peaked at $12K in Q2 2018.
388 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.