TD Private Client Wealth
BFH icon

TD Private Client Wealth’s Bread Financial BFH Stock Holding History

TD Private Client Wealth’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 		$3.32K Buy
+34
New +$3.58K ﹤0.01% 1291
2022
Q4 		– Sell
-46
Closed -$1.45K – 1217
2022
Q3 		$1.45K Sell
46
-115
-71% -$4.51K ﹤0.01% 1136
2022
Q2 		$5.97K Sell
161
-54
-25% -$2.75K ﹤0.01% 1043
2022
Q1 		$12.1K Sell
215
-23
-10% -$1.51K ﹤0.01% 1023
2021
Q4 		$15.8K Sell
238
-50
-17% -$3.7K ﹤0.01% 880
2021
Q3 		$23.2K Sell
288
-103
-26% -$7.96K ﹤0.01% 837
2021
Q2 		$32.5K Sell
391
-58
-13% -$5.25K ﹤0.01% 794
2021
Q1 		$40.1K Sell
449
-28
-6% -$2.01K ﹤0.01% 743
2020
Q4 		$28.2K Sell
477
-40
-8% -$2.01K ﹤0.01% 739
2020
Q3 		$17.3K Sell
517
-145
-22% -$5.15K ﹤0.01% 751
2020
Q2 		$23.8K Buy
662
+374
+130% +$13.3K ﹤0.01% 705
2020
Q1 		$7.74K Buy
288
+215
+295% +$14.6K ﹤0.01% 779
2019
Q4 		$6.51K Buy
+73
New +$6.45K ﹤0.01% 794

Other funds holding BFH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

TD Private Client Wealth's BFH Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Bread Financial (BFH) in Q3 2026: 34 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in BFH as recently as Q3 2022.

TD Private Client Wealth first reported a position in BFH in Q4 2019 and has held it in 13 quarters since. The position peaked at $40.1K in Q1 2021. 213 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

  • TD Private Client Wealth held 34 shares of Bread Financial worth $3.32K as of Q3 2026.
  • Bread Financial was a new TD Private Client Wealth position in Q3 2026.
  • Bread Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1291 holding.
  • TD Private Client Wealth first reported a position in Bread Financial in Q4 2019 and has held it in 13 quarters since.
  • TD Private Client Wealth's Bread Financial position peaked at $40.1K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.