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 Q2	$547K	Buy	7,880 +924	+13%	+$83K	﹤0.01%	2597
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's BFH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Bread Financial (BFH) stake by 13% in Q2 2026, buying an estimated $83K and bringing the position to 7,880 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Wealth Enhancement Advisory Services first reported a position in BFH in Q3 2023 and has held it in 8 quarters since. 420 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

Wealth Enhancement Advisory Services held 7,880 shares of Bread Financial worth $547K as of Q2 2026.
Wealth Enhancement Advisory Services bought 924 Bread Financial shares in Q2 2026, an estimated $83K.
Bread Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2597 holding.
Wealth Enhancement Advisory Services first reported a position in Bread Financial in Q3 2023 and has held it in 8 quarters since.
420 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.