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Mendota Financial Group’s Bread Financial BFH Stock Holding History

Mendota 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
2024
Q4 		– Sell
-5
Closed -$238 – 469
2024
Q3 		$238 Buy
+5
New +$255 ﹤0.01% 567

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American Century Companies
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Wellington Management Group
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Jacobs Levy Equity Management
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Franklin Resources
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Mendota Financial Group's BFH Position: Q4 2024 in Review

Mendota Financial Group sold out of Bread Financial (BFH) in Q4 2024, closing a stake of 5 shares — an estimated $238 sold.

Mendota Financial Group first reported a position in BFH in Q3 2024 and held it in 1 quarter. The position peaked at $238 in Q3 2024. 328 funds tracked by Wall St. Rank hold BFH as of Q4 2024.

  • Mendota Financial Group reported no remaining Bread Financial position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 5 Bread Financial shares in Q4 2024, an estimated $238.
  • Mendota Financial Group first reported a position in Bread Financial in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Bread Financial position peaked at $238 in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Bread Financial as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.