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HFM Investment Advisors’s Bread Financial BFH Stock Holding History

HFM Investment Advisors’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 		$867 Buy
8
+5
+167% +$449 ﹤0.01% 788
2026
Q1 		$225 Hold
3
– – ﹤0.01% 961
2025
Q4 		$223 Hold
3
– – ﹤0.01% 988
2025
Q3 		$167 Hold
3
– – ﹤0.01% 1045
2025
Q2 		$171 Hold
3
– – ﹤0.01% 1035
2025
Q1 		$151 Buy
+3
New +$170 ﹤0.01% 732

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

HFM Investment Advisors's BFH Position: Q2 2026 in Review

HFM Investment Advisors increased its Bread Financial (BFH) stake by 167% in Q2 2026, buying an estimated $449 and bringing the position to 8 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #788.

HFM Investment Advisors first reported a position in BFH in Q1 2025 and has held it in 6 quarters since. 419 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Bread Financial worth $867 as of Q2 2026.
  • HFM Investment Advisors bought 5 Bread Financial shares in Q2 2026, an estimated $449.
  • Bread Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #788 holding.
  • HFM Investment Advisors first reported a position in Bread Financial in Q1 2025 and has held it in 6 quarters since.
  • 419 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.