Financial Consulate’s Bread Financial BFH Stock Holding History

Financial Consulate’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	$391	Buy	+4	New	+$421	﹤0.01%	1520

Other funds holding BFH

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Financial Consulate's BFH Position: Q3 2026 in Review

Financial Consulate opened a new position in Bread Financial (BFH) in Q3 2026: 4 shares worth $391. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings.

76 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

Financial Consulate held 4 shares of Bread Financial worth $391 as of Q3 2026.
Bread Financial was a new Financial Consulate position in Q3 2026.
Bread Financial made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1520 holding.
76 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.