Retirement Wealth Solutions
BFH icon

Retirement Wealth Solutions’s Bread Financial BFH Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.86K Hold
19
– – ﹤0.01% 610
2026
Q2 		$2.06K Hold
19
– – ﹤0.01% 523
2026
Q1 		$1.42K Sell
19
-1
-5% -$74 ﹤0.01% 571
2025
Q4 		$1.48K Hold
20
– – ﹤0.01% 522
2025
Q3 		$1.12K Buy
+20
New +$1.23K ﹤0.01% 542

Other funds holding BFH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Turtle Creek Asset Management
Turtle Creek Asset Management Toronto, Ontario, Canada $2.43B AUM 5.37% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Retirement Wealth Solutions's BFH Position: Q3 2026 in Review

Retirement Wealth Solutions held its Bread Financial (BFH) position steady in Q3 2026 at 19 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Retirement Wealth Solutions first reported a position in BFH in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.06K in Q2 2026. 341 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • Retirement Wealth Solutions held 19 shares of Bread Financial worth $1.86K as of Q3 2026.
  • Retirement Wealth Solutions left its Bread Financial share count unchanged in Q3 2026.
  • Bread Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #610 holding.
  • Retirement Wealth Solutions first reported a position in Bread Financial in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Bread Financial position peaked at $2.06K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.