Creative Planning
BFH icon

Creative Planning’s Bread Financial BFH Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-125
Closed -$1K – 2057
2018
Q1 		$1K Buy
+125
New +$24.4K ﹤0.01% 2004

Other funds holding BFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Planning's BFH Position: Q1 2026 in Review

Creative Planning increased its Bread Financial (BFH) stake by 90% in Q1 2026, buying an estimated $218K and bringing the position to 6,247 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

Creative Planning first reported a position in BFH in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.79M in Q4 2020. 388 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

  • Creative Planning held 6,247 shares of Bread Financial worth $468K as of Q1 2026.
  • Creative Planning bought 2,965 Bread Financial shares in Q1 2026, an estimated $218K.
  • Bread Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3080 holding.
  • Creative Planning first reported a position in Bread Financial in Q2 2013 and has held it in 40 quarters since.
  • Creative Planning's Bread Financial position peaked at $2.79M in Q4 2020.
  • 388 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.