Scheeler Financial’s Bread Financial BFH Stock Holding History

Scheeler Financial’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	$219K	Buy	+2,238	New	+$236K	0.17%	69

Other funds holding BFH

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Scheeler Financial's BFH Position: Q3 2026 in Review

Scheeler Financial opened a new position in Bread Financial (BFH) in Q3 2026: 2,238 shares worth $219K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings.

111 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

Scheeler Financial held 2,238 shares of Bread Financial worth $219K as of Q3 2026.
Bread Financial was a new Scheeler Financial position in Q3 2026.
Bread Financial made up 0.17% of Scheeler Financial's portfolio in Q3 2026, its #69 holding.
111 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.