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Tweedy, Browne Co’s Bread Financial BFH Stock Holding History

Tweedy, Browne Co’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 		$2.34M Buy
31,262
+11,603
+59% +$855K 0.19% 40
2025
Q4 		$1.46M Buy
19,659
+2,808
+17% +$185K 0.12% 40
2025
Q3 		$940K Buy
16,851
+8,606
+104% +$531K 0.08% 51
2025
Q2 		$471K Buy
+8,245
New +$416K 0.04% 50

Other funds holding BFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Tweedy, Browne Co's BFH Position: Q1 2026 in Review

Tweedy, Browne Co increased its Bread Financial (BFH) stake by 59% in Q1 2026, buying an estimated $855K and bringing the position to 31,262 shares worth $2.34M. The position accounts for 0.19% of the portfolio, ranked #40.

Tweedy, Browne Co first reported a position in BFH in Q2 2025 and has held it in 4 quarters since. 388 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

  • Tweedy, Browne Co held 31,262 shares of Bread Financial worth $2.34M as of Q1 2026.
  • Tweedy, Browne Co bought 11,603 Bread Financial shares in Q1 2026, an estimated $855K.
  • Bread Financial made up 0.19% of Tweedy, Browne Co's portfolio in Q1 2026, its #40 holding.
  • Tweedy, Browne Co first reported a position in Bread Financial in Q2 2025 and has held it in 4 quarters since.
  • 388 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on Tweedy, Browne Co's 13F filing for Q1 2026, filed 6 May 2026.