Great Valley Advisor Group’s Bread Financial BFH Stock Holding History

Great Valley Advisor Group’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	$219K	Buy	+2,021	New	+$181K	﹤0.01%	956

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Great Valley Advisor Group's BFH Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Bread Financial (BFH) in Q2 2026: 2,021 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings.

419 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Great Valley Advisor Group held 2,021 shares of Bread Financial worth $219K as of Q2 2026.
Bread Financial was a new Great Valley Advisor Group position in Q2 2026.
Bread Financial made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #956 holding.
419 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.