Naples Money Management’s Bread Financial BFH Stock Holding History

Naples Money 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
2024 Q3	$4.95K	Buy	+104	New	+$5.29K	﹤0.01%	231

Other funds holding BFH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Naples Money Management's BFH Position: Q3 2024 in Review

Naples Money Management opened a new position in Bread Financial (BFH) in Q3 2024: 104 shares worth $4.95K. The stake represents ﹤0.01% of the portfolio and ranks #231 among its holdings.

328 funds tracked by Wall St. Rank hold BFH as of Q3 2024.

Naples Money Management held 104 shares of Bread Financial worth $4.95K as of Q3 2024.
Bread Financial was a new Naples Money Management position in Q3 2024.
Bread Financial made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #231 holding.
328 funds tracked by Wall St. Rank held Bread Financial as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.