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Elevated Capital Advisors’s Bread Financial BFH Stock Holding History

Elevated Capital Advisors’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 		$867 Hold
8
– – ﹤0.01% 753
2026
Q1 		$599 Hold
8
– – ﹤0.01% 775
2025
Q4 		$592 Buy
+8
New +$526 ﹤0.01% 750

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Elevated Capital Advisors's BFH Position: Q2 2026 in Review

Elevated Capital Advisors held its Bread Financial (BFH) position steady in Q2 2026 at 8 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Elevated Capital Advisors first reported a position in BFH in Q4 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Elevated Capital Advisors held 8 shares of Bread Financial worth $867 as of Q2 2026.
  • Elevated Capital Advisors left its Bread Financial share count unchanged in Q2 2026.
  • Bread Financial made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #753 holding.
  • Elevated Capital Advisors first reported a position in Bread Financial in Q4 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.