MAFA
BFH icon

MJT & Associates Financial Advisory’s Bread Financial BFH Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$2.15K Hold
22
– – ﹤0.01% 367
2026
Q2 		$2.38K Hold
22
– – ﹤0.01% 371
2026
Q1 		$1.65K Sell
22
-34
-61% -$2.5K ﹤0.01% 385
2025
Q4 		$4.15K Hold
56
– – ﹤0.01% 310
2025
Q3 		$3.12K Sell
56
-22
-28% -$1.36K ﹤0.01% 354
2025
Q2 		$4.46K Hold
78
– – 0.01% 322
2025
Q1 		$3.91K Buy
+78
New +$4.43K ﹤0.01% 337

Other funds holding BFH

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

MJT & Associates Financial Advisory's BFH Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Bread Financial (BFH) position steady in Q3 2026 at 22 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

MJT & Associates Financial Advisory first reported a position in BFH in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.46K in Q2 2025. 11 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • MJT & Associates Financial Advisory held 22 shares of Bread Financial worth $2.15K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Bread Financial share count unchanged in Q3 2026.
  • Bread Financial made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #367 holding.
  • MJT & Associates Financial Advisory first reported a position in Bread Financial in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Bread Financial position peaked at $4.46K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.