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Larson Financial Group’s Bread Financial BFH Stock Holding History

Larson Financial Group’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 		$20K Sell
185
-5
-3% -$449 ﹤0.01% 2010
2026
Q1 		$14.2K Buy
190
+61
+47% +$4.5K ﹤0.01% 2033
2025
Q4 		$9.55K Buy
129
+17
+15% +$1.12K ﹤0.01% 2140
2025
Q3 		$6.25K Buy
112
+73
+187% +$4.5K ﹤0.01% 2270
2025
Q2 		$2.23K Buy
39
+7
+22% +$353 ﹤0.01% 2369
2025
Q1 		$1.6K Buy
32
+24
+300% +$1.36K ﹤0.01% 2233
2024
Q4 		$488 Hold
8
– – ﹤0.01% 2204
2024
Q3 		$381 Hold
8
– – ﹤0.01% 2199
2024
Q2 		$356 Buy
+8
New +$314 ﹤0.01% 1920

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Larson Financial Group's BFH Position: Q2 2026 in Review

Larson Financial Group reduced its Bread Financial (BFH) stake by 2.6% in Q2 2026, selling an estimated $449 and leaving 185 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Larson Financial Group first reported a position in BFH in Q2 2024 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Larson Financial Group held 185 shares of Bread Financial worth $20K as of Q2 2026.
  • Larson Financial Group sold 5 Bread Financial shares in Q2 2026, an estimated $449.
  • Bread Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2010 holding.
  • Larson Financial Group first reported a position in Bread Financial in Q2 2024 and has held it in 9 quarters since.
  • 419 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.