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Hemington Wealth Management’s Bread Financial BFH Stock Holding History

Hemington 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
2025
Q3 		$4K Buy
86
+3
+4% +$185 ﹤0.01% 1168
2025
Q2 		$4K Buy
83
+7
+9% +$353 ﹤0.01% 1131
2025
Q1 		$3K Buy
76
+15
+25% +$852 ﹤0.01% 1168
2024
Q4 		$3K Sell
61
-76
-55% -$4.3K ﹤0.01% 1141
2024
Q3 		$6K Buy
+137
New +$6.97K ﹤0.01% 853

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's BFH Position: Q3 2025 in Review

Hemington Wealth Management increased its Bread Financial (BFH) stake by 3.6% in Q3 2025, buying an estimated $185 and bringing the position to 86 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Hemington Wealth Management first reported a position in BFH in Q3 2024 and has held it in 5 quarters since. The position peaked at $6K in Q3 2024. 345 funds tracked by Wall St. Rank hold BFH as of Q3 2025.

  • Hemington Wealth Management held 86 shares of Bread Financial worth $4K as of Q3 2025.
  • Hemington Wealth Management bought 3 Bread Financial shares in Q3 2025, an estimated $185.
  • Bread Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1168 holding.
  • Hemington Wealth Management first reported a position in Bread Financial in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Bread Financial position peaked at $6K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Bread Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.