JWA
BFH icon

JFS Wealth Advisors’s Bread Financial BFH Stock Holding History

JFS Wealth 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 		$6.07K Buy
56
+11
+24% +$988 ﹤0.01% 1207
2026
Q1 		$3.37K Hold
45
– – ﹤0.01% 1334
2025
Q4 		$3.33K Buy
45
+15
+50% +$986 ﹤0.01% 1394
2025
Q3 		$1.67K Hold
30
– – ﹤0.01% 1484
2025
Q2 		$1.71K Sell
30
-7
-19% -$353 ﹤0.01% 1430
2025
Q1 		$1.85K Hold
37
– – ﹤0.01% 1494
2024
Q4 		$2.26K Buy
37
+3
+9% +$170 ﹤0.01% 1424
2024
Q3 		$1.62K Buy
34
+8
+31% +$407 ﹤0.01% 1568
2024
Q2 		$1.16K Hold
26
– – ﹤0.01% 1636
2024
Q1 		$969 Hold
26
– – ﹤0.01% 1666
2023
Q4 		$857 Sell
26
-2
-7% -$60 ﹤0.01% 1684
2023
Q3 		$958 Sell
28
-1
-3% -$37 ﹤0.01% 1605
2023
Q2 		$911 Buy
29
+22
+314% +$632 ﹤0.01% 1639
2023
Q1 		$213 Sell
7
-31
-82% -$1.16K ﹤0.01% 1818
2022
Q4 		$1.43K Hold
38
– – ﹤0.01% 1497
2022
Q3 		$1K Buy
38
+31
+443% +$1.22K ﹤0.01% 1483
2022
Q2 		$0 Sell
7
-20
-74% -$1.02K ﹤0.01% 1742
2022
Q1 		$2K Buy
27
+13
+93% +$852 ﹤0.01% 1375
2021
Q4 		$1K Buy
+14
New +$1.03K ﹤0.01% 1263

Other funds holding BFH

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return