Toth Financial Advisory’s Bread Financial BFH Stock Holding History

Toth Financial Advisory’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	$129K	Hold	1,320	–	–	0.01%	271
2026 Q2	$143K	Hold	1,320	–	–	0.01%	263
2026 Q1	$98.9K	Buy	+1,320	New	+$97.3K	0.01%	278
2025 Q2	–	Sell	-8,300	Closed	-$416K	–	739
2025 Q1	$416K	Buy	+8,300	New	+$471K	0.05%	168
2021 Q4	–	Sell	-1,109	Closed	-$89K	–	757
2021 Q3	$89K	Sell	1,109 -19	-2%	-$1.47K	0.01%	250
2021 Q2	$94K	Sell	1,128 -9,378	-89%	-$848K	0.01%	224
2021 Q1	$940K	Buy	+10,506	New	+$754K	0.15%	116

Other funds holding BFH

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Toth Financial Advisory's BFH Position: Q3 2026 in Review

Toth Financial Advisory held its Bread Financial (BFH) position steady in Q3 2026 at 1,320 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #271.

Toth Financial Advisory first reported a position in BFH in Q1 2021 and has held it in 7 quarters since. The position peaked at $940K in Q1 2021. 11 funds tracked by Wall St. Rank hold BFH as of Q3 2026.

Toth Financial Advisory held 1,320 shares of Bread Financial worth $129K as of Q3 2026.
Toth Financial Advisory left its Bread Financial share count unchanged in Q3 2026.
Bread Financial made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #271 holding.
Toth Financial Advisory first reported a position in Bread Financial in Q1 2021 and has held it in 7 quarters since.
Toth Financial Advisory's Bread Financial position peaked at $940K in Q1 2021.
11 funds tracked by Wall St. Rank held Bread Financial as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.