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Jackson Creek Investment Advisors’s Bread Financial BFH Stock Holding History

Jackson Creek 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 		$1.86M Sell
17,218
-692
-4% -$62.1K 0.62% 16
2026
Q1 		$1.34M Buy
+17,910
New +$1.32M 0.4% 129
2025
Q3 		– Sell
-32,969
Closed -$1.88M – 284
2025
Q2 		$1.88M Buy
+32,969
New +$1.66M 0.51% 48

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

Jackson Creek Investment Advisors's BFH Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Bread Financial (BFH) stake by 3.9% in Q2 2026, selling an estimated $62.1K and leaving 17,218 shares worth $1.86M. The position accounts for 0.62% of the portfolio, ranked #16.

Jackson Creek Investment Advisors first reported a position in BFH in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.88M in Q2 2025. 420 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Jackson Creek Investment Advisors held 17,218 shares of Bread Financial worth $1.86M as of Q2 2026.
  • Jackson Creek Investment Advisors sold 692 Bread Financial shares in Q2 2026, an estimated $62.1K.
  • Bread Financial made up 0.62% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Jackson Creek Investment Advisors first reported a position in Bread Financial in Q2 2025 and has held it in 3 quarters since.
  • Jackson Creek Investment Advisors's Bread Financial position peaked at $1.88M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.