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Mowery & Schoenfeld Wealth Management’s Bread Financial BFH Stock Holding History

Mowery & Schoenfeld 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
Q2 		$3.03K Hold
28
– – ﹤0.01% 315
2026
Q1 		$2.1K Buy
+28
New +$2.06K ﹤0.01% 319

Other funds holding BFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BFH Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Bread Financial (BFH) position steady in Q2 2026 at 28 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Mowery & Schoenfeld Wealth Management first reported a position in BFH in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 28 shares of Bread Financial worth $3.03K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Bread Financial share count unchanged in Q2 2026.
  • Bread Financial made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Bread Financial in Q1 2026 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.