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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's BFH Position: Q2 2026 in Review

Creative Planning increased its Bread Financial (BFH) stake by 7.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 6,725 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Creative Planning first reported a position in BFH in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.79M in Q4 2020. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Creative Planning held 6,725 shares of Bread Financial worth $729K as of Q2 2026.
  • Creative Planning bought 478 Bread Financial shares in Q2 2026, an estimated $42.9K.
  • Bread Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2893 holding.
  • Creative Planning first reported a position in Bread Financial in Q2 2013 and has held it in 41 quarters since.
  • Creative Planning's Bread Financial position peaked at $2.79M in Q4 2020.
  • 421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.