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Nierenberg Investment Management Company’s Bread Financial BFH Stock Holding History

Nierenberg Investment Management Company’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 		– Sell
-3,380
Closed -$253K – 37
2026
Q1 		$253K Sell
3,380
-12,000
-78% -$884K 0.13% 32
2025
Q4 		$1.14M Hold
15,380
– – 0.55% 19
2025
Q3 		$858K Hold
15,380
– – 0.37% 30
2025
Q2 		$879K Buy
+15,380
New +$775K 0.47% 26
2025
Q1 		– Sell
-27,680
Closed -$1.69M – 60
2024
Q4 		$1.69M Buy
27,680
+7,000
+34% +$396K 0.94% 16
2024
Q3 		$984K Sell
20,680
-530
-2% -$27K 0.56% 26
2024
Q2 		$945K Hold
21,210
– – 0.53% 31
2024
Q1 		$790K Hold
21,210
– – 0.44% 30
2023
Q4 		$699K Hold
21,210
– – 0.42% 29
2023
Q3 		$725K Sell
21,210
-25,000
-54% -$916K 0.52% 20
2023
Q2 		$1.45M Buy
46,210
+460
+1% +$13.2K 0.99% 13
2023
Q1 		$1.39M Buy
45,750
+32,895
+256% +$1.23M 1.05% 11
2022
Q4 		$484K Sell
12,855
-14,700
-53% -$531K 0.36% 25
2022
Q3 		$867K Buy
27,555
+12,830
+87% +$503K 0.72% 16
2022
Q2 		$546K Hold
14,725
– – 0.45% 26
2022
Q1 		$827K Buy
+14,725
New +$965K 0.58% 18

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nierenberg Investment Management Company's BFH Position: Q2 2026 in Review

Nierenberg Investment Management Company sold out of Bread Financial (BFH) in Q2 2026, closing a stake of 3,380 shares — an estimated $253K sold.

Nierenberg Investment Management Company first reported a position in BFH in Q1 2022 and held it in 16 quarters. The position peaked at $1.69M in Q4 2024. 226 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Nierenberg Investment Management Company reported no remaining Bread Financial position as of Q2 2026 after selling out during the quarter.
  • Nierenberg Investment Management Company sold 3,380 Bread Financial shares in Q2 2026, an estimated $253K.
  • Nierenberg Investment Management Company first reported a position in Bread Financial in Q1 2022 and held it in 16 quarters.
  • Nierenberg Investment Management Company's Bread Financial position peaked at $1.69M in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Nierenberg Investment Management Company's 13F filing for Q2 2026, filed 11 Aug 2026.