Kiker Wealth Management’s Bread Financial BFH Stock Holding History

Kiker 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	$2.71M	Buy	+25,021	New	+$2.25M	1.06%	21

Other funds holding BFH

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Kiker Wealth Management opened a new position in Bread Financial (BFH) in Q2 2026: 25,021 shares worth $2.71M. The stake represents 1.06% of the portfolio and ranks #21 among its holdings.

98 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Kiker Wealth Management held 25,021 shares of Bread Financial worth $2.71M as of Q2 2026.
Bread Financial was a new Kiker Wealth Management position in Q2 2026.
Bread Financial made up 1.06% of Kiker Wealth Management's portfolio in Q2 2026, its #21 holding.
98 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.