GWM
BFH icon

Gilpin Wealth Management’s Bread Financial BFH Stock Holding History

Gilpin Wealth Management’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 		$685 Sell
7
-3
-30% -$316 ﹤0.01% 753
2026
Q2 		$1.08K Hold
10
– – ﹤0.01% 499
2026
Q1 		$749 Buy
10
+5
+100% +$368 ﹤0.01% 528
2025
Q4 		$371 Buy
+5
New +$329 ﹤0.01% 496

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's BFH Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Bread Financial (BFH) stake by 30% in Q3 2026, selling an estimated $316 and leaving 7 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Gilpin Wealth Management first reported a position in BFH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.08K in Q2 2026. 11 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • Gilpin Wealth Management held 7 shares of Bread Financial worth $685 as of Q3 2026.
  • Gilpin Wealth Management sold 3 Bread Financial shares in Q3 2026, an estimated $316.
  • Bread Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #753 holding.
  • Gilpin Wealth Management first reported a position in Bread Financial in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Bread Financial position peaked at $1.08K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.