HWM
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HB Wealth Management’s Bread Financial BFH Stock Holding History

HB 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
Q2 		$388K Buy
3,579
+622
+21% +$55.9K ﹤0.01% 1238
2026
Q1 		$221K Buy
+2,957
New +$218K ﹤0.01% 1379

Other funds holding BFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HB Wealth Management's BFH Position: Q2 2026 in Review

HB Wealth Management increased its Bread Financial (BFH) stake by 21% in Q2 2026, buying an estimated $55.9K and bringing the position to 3,579 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

HB Wealth Management first reported a position in BFH in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • HB Wealth Management held 3,579 shares of Bread Financial worth $388K as of Q2 2026.
  • HB Wealth Management bought 622 Bread Financial shares in Q2 2026, an estimated $55.9K.
  • Bread Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1238 holding.
  • HB Wealth Management first reported a position in Bread Financial in Q1 2026 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.