JWM
BFH icon

JPL Wealth Management’s Bread Financial BFH Stock Holding History

JPL Wealth 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
2026
Q2 		$976 Buy
9
+5
+125% +$449 ﹤0.01% 1292
2026
Q1 		$300 Buy
+4
New +$295 ﹤0.01% 1365
2025
Q4 		– Sell
-4
Closed -$224 – 227
2025
Q3 		$224 Buy
+4
New +$247 ﹤0.01% 1139

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
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

JPL Wealth Management's BFH Position: Q2 2026 in Review

JPL Wealth Management increased its Bread Financial (BFH) stake by 125% in Q2 2026, buying an estimated $449 and bringing the position to 9 shares worth $976. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

JPL Wealth Management first reported a position in BFH in Q3 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • JPL Wealth Management held 9 shares of Bread Financial worth $976 as of Q2 2026.
  • JPL Wealth Management bought 5 Bread Financial shares in Q2 2026, an estimated $449.
  • Bread Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1292 holding.
  • JPL Wealth Management first reported a position in Bread Financial in Q3 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.