Jaffetilchin Investment Partners’s Bread Financial BFH Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-40	Closed	-$1.9K	–	462
2024 Q3	$1.9K	Buy	+40	New	+$2.04K	﹤0.01%	1190
2015 Q3	–	Sell	-1,083	Closed	-$252K	–	184
2015 Q2	$252K	Hold	1,083	–	–	0.08%	163
2015 Q1	$256K	Buy	+1,083	New	+$247K	0.08%	176
2014 Q4	–	Sell	-1,086	Closed	-$215K	–	192
2014 Q3	$215K	Sell	1,086 -2,258	-68%	-$474K	0.08%	182
2014 Q2	$751K	Buy	3,344 +585	+21%	+$119K	0.27%	64
2014 Q1	$600K	Buy	2,759 +1,676	+155%	+$360K	0.23%	74
2013 Q4	$227K	Sell	1,083 -1,730	-62%	-$330K	0.11%	160
2013 Q3	$475K	Sell	2,813 -144	-5%	-$22.8K	0.28%	81
2013 Q2	$427K	Buy	+2,957	New	+$405K	0.3%	95

Other funds holding BFH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's BFH Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Bread Financial (BFH) in Q4 2024, closing a stake of 40 shares — an estimated $1.9K sold.

Jaffetilchin Investment Partners first reported a position in BFH in Q2 2013 and held it in 9 quarters. The position peaked at $751K in Q2 2014. 328 funds tracked by Wall St. Rank hold BFH as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Bread Financial position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 40 Bread Financial shares in Q4 2024, an estimated $1.9K.
Jaffetilchin Investment Partners first reported a position in Bread Financial in Q2 2013 and held it in 9 quarters.
Jaffetilchin Investment Partners's Bread Financial position peaked at $751K in Q2 2014.
328 funds tracked by Wall St. Rank held Bread Financial as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.