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Strategic Family Wealth Counselors’s Bread Financial BFH Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-3,248
Closed -$227K – 170
2025
Q4 		$227K Buy
+3,248
New +$214K 0.05% 200

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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Family Wealth Counselors's BFH Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Bread Financial (BFH) in Q1 2026, closing a stake of 3,248 shares — an estimated $227K sold.

Strategic Family Wealth Counselors first reported a position in BFH in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 389 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Bread Financial position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 3,248 Bread Financial shares in Q1 2026, an estimated $227K.
  • Strategic Family Wealth Counselors first reported a position in Bread Financial in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Bread Financial position peaked at $227K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.