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J. Goldman & Co’s Bread Financial BFH Stock Holding History

J. Goldman & Co’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
2021
Q2 		– Sell
-6,892
Closed -$616K – 405
2021
Q1 		$616K Buy
+6,892
New +$495K 0.02% 341

Other funds holding BFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

J. Goldman & Co's BFH Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Bread Financial (BFH) in Q1 2026: 132,585 shares worth $9.93M. The stake represents 0.29% of the portfolio and ranks #112 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in BFH as recently as Q1 2021.

J. Goldman & Co first reported a position in BFH in Q4 2020 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

  • J. Goldman & Co held 132,585 shares of Bread Financial worth $9.93M as of Q1 2026.
  • Bread Financial was a new J. Goldman & Co position in Q1 2026.
  • Bread Financial made up 0.29% of J. Goldman & Co's portfolio in Q1 2026, its #112 holding.
  • J. Goldman & Co first reported a position in Bread Financial in Q4 2020 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.