Kemnay Advisory Services’s Bread Financial BFH Stock Holding History

Kemnay Advisory Services’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	$128K	Buy	1,703 +1,323	+348%	+$97.5K	0.02%	71
2025 Q4	$28.1K	Buy	+380	New	+$25K	﹤0.01%	446
2019 Q2	–	Sell	-23,919	Closed	-$3.34M	–	87
2019 Q1	$3.34M	Buy	23,919 +14,215	+146%	+$1.94M	0.72%	23
2018 Q4	$1.16M	Buy	9,704 +879	+10%	+$138K	0.44%	43
2018 Q3	$1.66M	Buy	+8,825	New	+$1.66M	0.51%	35

Other funds holding BFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kemnay Advisory Services's BFH Position: Q1 2026 in Review

Kemnay Advisory Services increased its Bread Financial (BFH) stake by 348% in Q1 2026, buying an estimated $97.5K and bringing the position to 1,703 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #71.

Kemnay Advisory Services first reported a position in BFH in Q3 2018 and has held it in 5 quarters since. The position peaked at $3.34M in Q1 2019. 389 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

Kemnay Advisory Services held 1,703 shares of Bread Financial worth $128K as of Q1 2026.
Kemnay Advisory Services bought 1,323 Bread Financial shares in Q1 2026, an estimated $97.5K.
Bread Financial made up 0.02% of Kemnay Advisory Services's portfolio in Q1 2026, its #71 holding.
Kemnay Advisory Services first reported a position in Bread Financial in Q3 2018 and has held it in 5 quarters since.
Kemnay Advisory Services's Bread Financial position peaked at $3.34M in Q1 2019.
389 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.