Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Bread Financial BFH Stock Holding History

Wealth Enhancement Advisory Services’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	$508K	Buy	6,956 +3,976	+133%	+$293K	﹤0.01%	2307
2025 Q4	$251K	Sell	2,980 -2,472	-45%	-$163K	﹤0.01%	3078
2025 Q3	$302K	Buy	5,452 +323	+6%	+$19.9K	﹤0.01%	2787
2025 Q2	$310K	Buy	+5,129	New	+$259K	﹤0.01%	2612
2025 Q1	–	Sell	-5,533	Closed	-$338K	–	2999
2024 Q4	$338K	Buy	+5,533	New	+$313K	﹤0.01%	2286
2024 Q1	–	Sell	-7,779	Closed	-$256K	–	2490
2023 Q4	$256K	Sell	7,779 -182	-2%	-$5.44K	﹤0.01%	1927
2023 Q3	$272K	Buy	+7,961	New	+$292K	﹤0.01%	1800

Other funds holding BFH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $86.6B 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