DiNuzzo Private Wealth
BFH icon

DiNuzzo Private Wealth’s Bread Financial BFH Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$1.17K Hold
12
– – ﹤0.01% 823
2026
Q2 		$1.3K Buy
12
+1
+9% +$90 ﹤0.01% 815
2026
Q1 		$824 Hold
11
– – ﹤0.01% 930
2025
Q4 		$815 Hold
11
– – ﹤0.01% 934
2025
Q3 		$729 Sell
11
-1
-8% -$62 ﹤0.01% 985
2025
Q2 		$686 Buy
12
+2
+20% +$101 ﹤0.01% 980
2025
Q1 		$501 Hold
10
– – ﹤0.01% 1045
2024
Q4 		$611 Sell
10
-1
-9% -$57 ﹤0.01% 1017
2024
Q3 		$524 Buy
11
+4
+57% +$204 ﹤0.01% 1096
2024
Q2 		$312 Buy
7
+1
+17% +$39 ﹤0.01% 1176
2024
Q1 		$224 Sell
6
-2
-25% -$71 ﹤0.01% 1183
2023
Q4 		$264 Buy
+8
New +$239 ﹤0.01% 1163

Other funds holding BFH

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

DiNuzzo Private Wealth's BFH Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Bread Financial (BFH) position steady in Q3 2026 at 12 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

DiNuzzo Private Wealth first reported a position in BFH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.3K in Q2 2026. 99 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • DiNuzzo Private Wealth held 12 shares of Bread Financial worth $1.17K as of Q3 2026.
  • DiNuzzo Private Wealth left its Bread Financial share count unchanged in Q3 2026.
  • Bread Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #823 holding.
  • DiNuzzo Private Wealth first reported a position in Bread Financial in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Bread Financial position peaked at $1.3K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.