Wipfli Financial Advisors’s Bread Financial BFH Stock Holding History

Wipfli Financial 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
2022 Q3	$14K	Buy	+456	New	+$17.9K	﹤0.01%	1703

Other funds holding BFH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCAM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Wipfli Financial Advisors's BFH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Bread Financial (BFH) in Q3 2022: 456 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings.

266 funds tracked by Wall St. Rank hold BFH as of Q3 2022.

Wipfli Financial Advisors held 456 shares of Bread Financial worth $14K as of Q3 2022.
Bread Financial was a new Wipfli Financial Advisors position in Q3 2022.
Bread Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1703 holding.
266 funds tracked by Wall St. Rank held Bread Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.