William B. Walkup & Associates’s Bread Financial BFH Stock Holding History

William B. Walkup & Associates’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	$3.58K	Buy	+33	New	+$2.96K	﹤0.01%	167

Other funds holding BFH

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CIP

Convergence Investment Partners Palm Beach Gardens, Florida $1.06B AUM 87.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

William B. Walkup & Associates's BFH Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in Bread Financial (BFH) in Q2 2026: 33 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #167 among its holdings.

105 funds tracked by Wall St. Rank hold BFH as of Q2 2026.

William B. Walkup & Associates held 33 shares of Bread Financial worth $3.58K as of Q2 2026.
Bread Financial was a new William B. Walkup & Associates position in Q2 2026.
Bread Financial made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #167 holding.
105 funds tracked by Wall St. Rank held Bread Financial as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.