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Farther Finance Advisors’s Bread Financial BFH Stock Holding History

Farther Finance 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
Q3 		$212K Buy
2,172
+1,549
+249% +$163K ﹤0.01% 2254
2026
Q2 		$67.5K Buy
623
+217
+53% +$19.5K ﹤0.01% 3008
2026
Q1 		$29.9K Sell
406
-1,101
-73% -$81.1K ﹤0.01% 3373
2025
Q4 		$112K Buy
1,507
+1,091
+262% +$71.7K ﹤0.01% 2276
2025
Q3 		$23.2K Buy
416
+12
+3% +$741 ﹤0.01% 2942
2025
Q2 		$23.1K Buy
404
+219
+118% +$11K ﹤0.01% 2588
2025
Q1 		$9.29K Buy
185
+91
+97% +$5.17K ﹤0.01% 2774
2024
Q4 		$5.74K Buy
94
+9
+11% +$509 ﹤0.01% 2609
2024
Q3 		$4.04K Buy
85
+7
+9% +$356 ﹤0.01% 2731
2024
Q2 		$3.54K Hold
78
– – ﹤0.01% 2549
2024
Q1 		$2.81K Sell
78
-93
-54% -$3.3K ﹤0.01% 2346
2023
Q4 		$5.63K Buy
171
+87
+104% +$2.6K ﹤0.01% 1907
2023
Q3 		$2.87K Hold
84
– – ﹤0.01% 1719
2023
Q2 		$2.64K Sell
84
-4
-5% -$115 ﹤0.01% 1660
2023
Q1 		$2.67K Hold
88
– – ﹤0.01% 1536
2022
Q4 		$3.31K Buy
+88
New +$3.18K ﹤0.01% 1292

Other funds holding BFH

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's BFH Position: Q3 2026 in Review

Farther Finance Advisors increased its Bread Financial (BFH) stake by 249% in Q3 2026, buying an estimated $163K and bringing the position to 2,172 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Farther Finance Advisors first reported a position in BFH in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • Farther Finance Advisors held 2,172 shares of Bread Financial worth $212K as of Q3 2026.
  • Farther Finance Advisors bought 1,549 Bread Financial shares in Q3 2026, an estimated $163K.
  • Bread Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2254 holding.
  • Farther Finance Advisors first reported a position in Bread Financial in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.