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
2019 Q3	–	Sell	-251	Closed	-$1K	–	2001
2019 Q2	$1K	Buy	+251	New	+$30.3K	﹤0.01%	1985
2018 Q2	–	Sell	-125	Closed	-$1K	–	2058
2018 Q1	$1K	Buy	+125	New	+$24.4K	﹤0.01%	2005
2017 Q2	–	Sell	-1,002	Closed	-$1K	–	4616
2017 Q1	$1K	Hold	1,002	–	–	﹤0.01%	4402
2016 Q4	$5K	Hold	1,002	–	–	﹤0.01%	3932
2016 Q3	$4K	Hold	1,002	–	–	﹤0.01%	3952
2016 Q2	$7K	Buy	+1,002	New	+$167K	﹤0.01%	3446

Other funds holding BFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.