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Legacy Investment Solutions’s Bread Financial BFH Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		$11K Buy
178
+27
+18% +$1.53K 0.01% 272
2024
Q3 		$8.5K Buy
+151
New +$7.69K 0.01% 337

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TCAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Investment Solutions's BFH Position: Q4 2024 in Review

Legacy Investment Solutions increased its Bread Financial (BFH) stake by 18% in Q4 2024, buying an estimated $1.53K and bringing the position to 178 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #272.

Legacy Investment Solutions first reported a position in BFH in Q3 2024 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold BFH as of Q4 2024.

  • Legacy Investment Solutions held 178 shares of Bread Financial worth $11K as of Q4 2024.
  • Legacy Investment Solutions bought 27 Bread Financial shares in Q4 2024, an estimated $1.53K.
  • Bread Financial made up 0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #272 holding.
  • Legacy Investment Solutions first reported a position in Bread Financial in Q3 2024 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Bread Financial as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.