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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

DiNuzzo Private Wealth's BFH Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Bread Financial (BFH) stake by 9.1% in Q2 2026, buying an estimated $90 and bringing the position to 12 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

DiNuzzo Private Wealth first reported a position in BFH in Q4 2023 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • DiNuzzo Private Wealth held 12 shares of Bread Financial worth $1.3K as of Q2 2026.
  • DiNuzzo Private Wealth bought 1 Bread Financial share in Q2 2026, an estimated $90.
  • Bread Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #815 holding.
  • DiNuzzo Private Wealth first reported a position in Bread Financial in Q4 2023 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.