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Inspire Investing’s Bread Financial BFH Stock Holding History

Inspire Investing’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
Q1 		– Sell
-13,438
Closed -$821K – 805
2024
Q4 		$821K Sell
13,438
-2,842
-17% -$161K 0.09% 254
2024
Q3 		$775K Sell
16,280
-1,527
-9% -$77.7K 0.08% 276
2024
Q2 		$793K Sell
17,807
-6,184
-26% -$243K 0.09% 248
2024
Q1 		$893K Buy
+23,991
New +$851K 0.09% 234

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Inspire Investing's BFH Position: Q1 2025 in Review

Inspire Investing sold out of Bread Financial (BFH) in Q1 2025, closing a stake of 13,438 shares — an estimated $821K sold.

Inspire Investing first reported a position in BFH in Q1 2024 and held it in 4 quarters. The position peaked at $893K in Q1 2024. 324 funds tracked by Wall St. Rank hold BFH as of Q1 2025.

  • Inspire Investing reported no remaining Bread Financial position as of Q1 2025 after selling out during the quarter.
  • Inspire Investing sold 13,438 Bread Financial shares in Q1 2025, an estimated $821K.
  • Inspire Investing first reported a position in Bread Financial in Q1 2024 and held it in 4 quarters.
  • Inspire Investing's Bread Financial position peaked at $893K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Bread Financial as of Q1 2025.

Based on Inspire Investing's 13F filing for Q1 2025, filed 3 Jun 2025.