JWM
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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
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 $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

JPL Wealth Management's BFH Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Bread Financial (BFH) in Q1 2026: 4 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BFH as recently as Q3 2025.

JPL Wealth Management first reported a position in BFH in Q3 2025 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

  • JPL Wealth Management held 4 shares of Bread Financial worth $300 as of Q1 2026.
  • Bread Financial was a new JPL Wealth Management position in Q1 2026.
  • Bread Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1365 holding.
  • JPL Wealth Management first reported a position in Bread Financial in Q3 2025 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.