PJC
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Phillip James Consulting’s Bread Financial BFH Stock Holding History

Phillip James Consulting’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 		$7.69K Hold
71
– – 0.01% 166
2026
Q1 		$5K Buy
+71
New +$5.23K ﹤0.01% 199

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

Phillip James Consulting's BFH Position: Q2 2026 in Review

Phillip James Consulting held its Bread Financial (BFH) position steady in Q2 2026 at 71 shares worth $7.69K. The position accounts for 0.01% of the portfolio, ranked #166.

Phillip James Consulting 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.

  • Phillip James Consulting held 71 shares of Bread Financial worth $7.69K as of Q2 2026.
  • Phillip James Consulting left its Bread Financial share count unchanged in Q2 2026.
  • Bread Financial made up 0.01% of Phillip James Consulting's portfolio in Q2 2026, its #166 holding.
  • Phillip James Consulting 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 Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.