FFA
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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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return