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Ritholtz Wealth Management’s Bread Financial BFH Stock Holding History

Ritholtz Wealth Management’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 		$5.18M Buy
47,829
+13,125
+38% +$1.18M 0.08% 175
2026
Q1 		$2.6M Buy
34,704
+19,196
+124% +$1.41M 0.05% 311
2025
Q4 		$1.15M Buy
+15,508
New +$1.02M 0.02% 473
2022
Q1 		– Sell
-4,437
Closed -$295K – 554
2021
Q4 		$295K Sell
4,437
-1,144
-20% -$84.6K 0.02% 414
2021
Q3 		$449K Buy
5,581
+311
+6% +$24K 0.03% 292
2021
Q2 		$438K Buy
5,270
+2,782
+112% +$252K 0.03% 285
2021
Q1 		$223K Buy
+2,488
New +$179K 0.02% 383

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

Ritholtz Wealth Management's BFH Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Bread Financial (BFH) stake by 38% in Q2 2026, buying an estimated $1.18M and bringing the position to 47,829 shares worth $5.18M. The position accounts for 0.08% of the portfolio, ranked #175.

Ritholtz Wealth Management first reported a position in BFH in Q1 2021 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

  • Ritholtz Wealth Management held 47,829 shares of Bread Financial worth $5.18M as of Q2 2026.
  • Ritholtz Wealth Management bought 13,125 Bread Financial shares in Q2 2026, an estimated $1.18M.
  • Bread Financial made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Ritholtz Wealth Management first reported a position in Bread Financial in Q1 2021 and has held it in 7 quarters since.
  • 421 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.