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Twin Peaks Wealth Advisors’s Bread Financial BFH Stock Holding History

Twin Peaks Wealth Advisors’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 		$11.7K Buy
+156
New +$11.5K ﹤0.01% 979
2025
Q3 		– Sell
-179
Closed -$10.8K – 387
2025
Q2 		$10.8K Buy
+179
New +$9.02K ﹤0.01% 901

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

Twin Peaks Wealth Advisors's BFH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Bread Financial (BFH) in Q1 2026: 156 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BFH as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BFH in Q2 2025 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold BFH as of Q1 2026.

  • Twin Peaks Wealth Advisors held 156 shares of Bread Financial worth $11.7K as of Q1 2026.
  • Bread Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Bread Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #979 holding.
  • Twin Peaks Wealth Advisors first reported a position in Bread Financial in Q2 2025 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held Bread Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.