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Wealthspire Advisors (New York)’s Bread Financial BFH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-161
Closed -$8.98K – 1234
2025
Q3 		$8.98K Buy
+161
New +$9.94K ﹤0.01% 2072
2019
Q1 		– Sell
-34
Closed -$4K – 134
2018
Q4 		$4K Buy
+34
New +$5.33K ﹤0.01% 668

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s BFH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bread Financial (BFH) in Q4 2025, closing a stake of 161 shares — an estimated $8.98K sold.

Wealthspire Advisors (New York) first reported a position in BFH in Q4 2018 and held it in 2 quarters. The position peaked at $8.98K in Q3 2025. 374 funds tracked by Wall St. Rank hold BFH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bread Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 161 Bread Financial shares in Q4 2025, an estimated $8.98K.
  • Wealthspire Advisors (New York) first reported a position in Bread Financial in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Bread Financial position peaked at $8.98K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Bread Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.