LRI Investments’s Bread Financial BFH Stock Holding History

LRI Investments’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	$542	Buy	+5	New	+$449	﹤0.01%	1519

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

CIP

Convergence Investment Partners Palm Beach Gardens, Florida $1.06B AUM 87.75% 1-Year Est. Return

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

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 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

LRI Investments's BFH Position: Q2 2026 in Review

LRI Investments opened a new position in Bread Financial (BFH) in Q2 2026: 5 shares worth $542. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings.

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

LRI Investments held 5 shares of Bread Financial worth $542 as of Q2 2026.
Bread Financial was a new LRI Investments position in Q2 2026.
Bread Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1519 holding.
105 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.