Leuthold Group’s Bread Financial BFH Stock Holding History

Leuthold 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 Q1	–	Sell	-6,020	Closed	-$446K	–	213
2025 Q4	$446K	Buy	6,020 +876	+17%	+$57.6K	0.05%	164
2025 Q3	$287K	Buy	+5,144	New	+$317K	0.03%	185
2019 Q3	–	Sell	-22,115	Closed	-$2.47M	–	176
2019 Q2	$2.47M	Sell	22,115 -1,446	-6%	-$175K	0.32%	111
2019 Q1	$3.29M	Sell	23,561 -3,961	-14%	-$539K	0.44%	91
2018 Q4	$3.3M	Sell	27,522 -3,257	-11%	-$511K	0.47%	80
2018 Q3	$5.8M	Sell	30,779 -793	-3%	-$150K	0.63%	59
2018 Q2	$5.88M	Buy	+31,572	New	+$5.39M	0.65%	55
2014 Q1	–	Sell	-23,469	Closed	-$4.92M	–	194
2013 Q4	$4.92M	Buy	23,469 +4,076	+21%	+$778K	0.44%	80
2013 Q3	$3.27M	Sell	19,393 -959	-5%	-$152K	0.3%	106
2013 Q2	$2.94M	Buy	+20,352	New	+$2.79M	0.27%	104

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

Leuthold Group's BFH Position: Q1 2026 in Review

Leuthold Group sold out of Bread Financial (BFH) in Q1 2026, closing a stake of 6,020 shares — an estimated $446K sold.

Leuthold Group first reported a position in BFH in Q2 2013 and held it in 10 quarters. The position peaked at $5.88M in Q2 2018. 388 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

Leuthold Group reported no remaining Bread Financial position as of Q1 2026 after selling out during the quarter.
Leuthold Group sold 6,020 Bread Financial shares in Q1 2026, an estimated $446K.
Leuthold Group first reported a position in Bread Financial in Q2 2013 and held it in 10 quarters.
Leuthold Group's Bread Financial position peaked at $5.88M in Q2 2018.
388 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.