Moran Wealth Management
BFH icon

Moran Wealth Management’s Bread Financial BFH Stock Holding History

Moran Wealth Management’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 		$6.84M Buy
69,946
+661
+1% +$69.6K 0.19% 169
2026
Q2 		$7.51M Sell
69,285
-4,529
-6% -$407K 0.2% 163
2026
Q1 		$5.53M Buy
73,814
+35,672
+94% +$2.63M 0.17% 180
2025
Q4 		$2.82M Buy
+38,142
New +$2.51M 0.09% 256

Other funds holding BFH

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Radnor Capital Management
Radnor Capital Management Wayne, Pennsylvania $726M AUM 28.46% 1-Year Est. Return

Moran Wealth Management's BFH Position: Q3 2026 in Review

Moran Wealth Management increased its Bread Financial (BFH) stake by 0.95% in Q3 2026, buying an estimated $69.6K and bringing the position to 69,946 shares worth $6.84M. The position accounts for 0.19% of the portfolio, ranked #169.

Moran Wealth Management first reported a position in BFH in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.51M in Q2 2026. 76 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • Moran Wealth Management held 69,946 shares of Bread Financial worth $6.84M as of Q3 2026.
  • Moran Wealth Management bought 661 Bread Financial shares in Q3 2026, an estimated $69.6K.
  • Bread Financial made up 0.19% of Moran Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Moran Wealth Management first reported a position in Bread Financial in Q4 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Bread Financial position peaked at $7.51M in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.