Root Financial Partners
BFH icon

Root Financial Partners’s Bread Financial BFH Stock Holding History

Root Financial Partners’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 		$45.5K Buy
+465
New +$49K ﹤0.01% 1136
2026
Q2 		– Sell
-325
Closed -$24.3K – 729
2026
Q1 		$24.3K Buy
325
+197
+154% +$14.5K ﹤0.01% 1211
2025
Q4 		$9.48K Buy
128
+25
+24% +$1.64K ﹤0.01% 1517
2025
Q3 		$5.74K Buy
+103
New +$6.36K ﹤0.01% 1667

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Vanguard Capital Management
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State Street
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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

Root Financial Partners's BFH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bread Financial (BFH) in Q3 2026: 465 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BFH as recently as Q1 2026.

Root Financial Partners first reported a position in BFH in Q3 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • Root Financial Partners held 465 shares of Bread Financial worth $45.5K as of Q3 2026.
  • Bread Financial was a new Root Financial Partners position in Q3 2026.
  • Bread Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1136 holding.
  • Root Financial Partners first reported a position in Bread Financial in Q3 2025 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.