Prestige Wealth Management Group’s Bread Financial BFH Stock Holding History

Prestige Wealth Management Group’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	$1.41K	Buy	13 +2	+18%	+$180	﹤0.01%	828
2026 Q1	$824	Buy	+11	New	+$810	﹤0.01%	898
2023 Q1	–	Sell	-16	Closed	-$603	–	1067
2022 Q4	$603	Hold	16	–	–	﹤0.01%	1035
2022 Q3	$1K	Sell	16 -4	-20%	-$157	﹤0.01%	810
2022 Q2	$1K	Buy	20 +9	+82%	+$459	﹤0.01%	824
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	845
2021 Q4	$1K	Sell	11 -3	-21%	-$222	﹤0.01%	870
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	863
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	858
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	852
2020 Q4	$1K	Buy	+14	New	+$704	﹤0.01%	820
2019 Q1	–	Sell	-35	Closed	-$4K	–	566
2018 Q4	$4K	Buy	+35	New	+$5.49K	﹤0.01%	625

Other funds holding BFH

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prestige Wealth Management Group's BFH Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Bread Financial (BFH) stake by 18% in Q2 2026, buying an estimated $180 and bringing the position to 13 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Prestige Wealth Management Group first reported a position in BFH in Q4 2018 and has held it in 12 quarters since. The position peaked at $4K in Q4 2018. 419 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Prestige Wealth Management Group held 13 shares of Bread Financial worth $1.41K as of Q2 2026.
Prestige Wealth Management Group bought 2 Bread Financial shares in Q2 2026, an estimated $180.
Bread Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #828 holding.
Prestige Wealth Management Group first reported a position in Bread Financial in Q4 2018 and has held it in 12 quarters since.
Prestige Wealth Management Group's Bread Financial position peaked at $4K in Q4 2018.
419 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.