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Institutional & Family Asset Management’s Bread Financial BFH Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$624 Hold
14
– – ﹤0.01% 684
2024
Q1 		$521 Hold
14
– – ﹤0.01% 686
2023
Q4 		$461 Buy
+14
New +$418 ﹤0.01% 676
2021
Q1 		– Sell
-627
Closed -$37K – 932
2020
Q4 		$37K Buy
+627
New +$31.5K 0.01% 368

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Institutional & Family Asset Management's BFH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Bread Financial (BFH) position steady in Q2 2024 at 14 shares worth $624. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Institutional & Family Asset Management first reported a position in BFH in Q4 2020 and has held it in 4 quarters since. The position peaked at $37K in Q4 2020. 289 funds tracked by Wall St. Rank hold BFH as of Q2 2024.

  • Institutional & Family Asset Management held 14 shares of Bread Financial worth $624 as of Q2 2024.
  • Institutional & Family Asset Management left its Bread Financial share count unchanged in Q2 2024.
  • Bread Financial made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #684 holding.
  • Institutional & Family Asset Management first reported a position in Bread Financial in Q4 2020 and has held it in 4 quarters since.
  • Institutional & Family Asset Management's Bread Financial position peaked at $37K in Q4 2020.
  • 289 funds tracked by Wall St. Rank held Bread Financial as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.