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Pinnacle Wealth Planning Services’s Bread Financial BFH Stock Holding History

Pinnacle Wealth Planning Services’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 		$413K Buy
3,815
+131
+4% +$11.8K 0.04% 268
2026
Q1 		$276K Sell
3,684
-30
-0.8% -$2.21K 0.03% 363
2025
Q4 		$275K Hold
3,714
– – 0.03% 355
2025
Q3 		$207K Buy
3,714
+44
+1% +$2.71K 0.02% 444
2025
Q2 		$210K Buy
+3,670
New +$185K 0.03% 413
2021
Q1 		– Sell
-11
Closed -$1K – 528
2020
Q4 		$1K Buy
+11
New +$553 ﹤0.01% 2065

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
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

Pinnacle Wealth Planning Services's BFH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Bread Financial (BFH) stake by 3.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 3,815 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #268.

Pinnacle Wealth Planning Services first reported a position in BFH in Q4 2020 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,815 shares of Bread Financial worth $413K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 131 Bread Financial shares in Q2 2026, an estimated $11.8K.
  • Bread Financial made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #268 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bread Financial in Q4 2020 and has held it in 6 quarters since.
  • 421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.