Global Retirement Partners’s Bread Financial BFH Stock Holding History

Global Retirement Partners’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	$250K	Buy	+2,310	New	+$207K	﹤0.01%	1439
2025 Q4	$170K	Buy	+2,291	New	+$151K	﹤0.01%	1571
2022 Q2	–	Sell	-6	Closed	–	–	2676
2022 Q1	$0	Buy	+6	New	+$393	﹤0.01%	2627
2021 Q4	–	Sell	-90	Closed	-$7K	–	385
2021 Q3	$7K	Buy	+90	New	+$6.95K	﹤0.01%	1507
2017 Q4	–	Sell	-53	Closed	-$9K	–	1427
2017 Q3	$9K	Hold	53	–	–	﹤0.01%	856
2017 Q2	$11K	Hold	53	–	–	0.01%	755
2017 Q1	$10K	Hold	53	–	–	0.01%	736
2016 Q4	$10K	Buy	+53	New	+$9.22K	0.01%	680

Other funds holding BFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Global Retirement Partners's BFH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Bread Financial (BFH) in Q2 2026: 2,310 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BFH as recently as Q4 2025.

Global Retirement Partners first reported a position in BFH in Q4 2016 and has held it in 8 quarters since. 420 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Global Retirement Partners held 2,310 shares of Bread Financial worth $250K as of Q2 2026.
Bread Financial was a new Global Retirement Partners position in Q2 2026.
Bread Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1439 holding.
Global Retirement Partners first reported a position in Bread Financial in Q4 2016 and has held it in 8 quarters since.
420 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.