BREAD FINANCIAL HOLDINGS, INC. (BFH) — Institutional Holders, Q2 2026 (page 5)
423 institutional investment managers reported a BFH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 423. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BFH 13F holders ranked 401–423 of 423
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Transamerica Financial Advisors#401 · 10 sh | 10 | $1.1K | <0.01% | New |
| 402 | GILPIN WEALTH MANAGEMENT#402 · 10 sh | 10 | $1.1K | — | 0.0% |
| 403 | CREATIVE FINANCIAL DESIGNS#403 · 10 sh | 10 | $1.1K | <0.01% | 0.0% |
| 404 | JPL Wealth Management#404 · 9 sh | 9 | $976.00 | <0.01% | +125.0% |
| 405 | Elevated Capital Advisors#405 · 8 sh | 8 | $867.00 | <0.01% | 0.0% |
| 406 | HFM Investment Advisors#406 · 8 sh | 8 | $867.00 | <0.01% | +166.7% |
| 407 | James T. Borello RIA#407 · 7 sh | 7 | $758.00 | — | +40.0% |
| 408 | Ankerstar Wealth#408 · 6 sh | 6 | $650.00 | <0.01% | 0.0% |
| 409 | Silver Grove Financial Group#409 · 6 sh | 6 | $650.00 | <0.01% | New |
| 410 | Arlington#410 · 5 sh | 5 | $542.00 | — | 0.0% |
| 411 | LRI Investments#411 · 5 sh | 5 | $542.00 | 0.00% | New |
| 412 | Abound Wealth Management#412 · 4 sh | 4 | $434.00 | — | 0.0% |
| 413 | Stone House Investment Management#413 · 4 sh | 4 | $433.00 | — | 0.0% |
| 414 | Davis Capital Management#414 · 3 sh | 3 | $325.00 | — | New |
| 415 | DecisionPoint Financial#415 · 3 sh | 3 | $317.00 | <0.01% | New |
| 416 | Asset Dedication#416 · 2 sh | 2 | $217.00 | 0.00% | 0.0% |
| 417 | HORIZON FINANCIAL SERVICES#417 · 2 sh | 2 | $217.00 | <0.01% | New |
| 418 | MARYLAND CAPITAL ADVISORS#418 · 1 sh | 1 | $109.00 | — | — |
| 419 | RAFFA WEALTH MANAGEMENT#419 · 1 sh | 1 | $108.00 | 0.00% | 0.0% |
| 420 | Evolution Advisers#420 · 2 sh | 2 | $0.00 | 0.00% | New |
| 421 | Erste Asset Management GmbH#421 · 0 sh | 0 | $0.00 | 0.00% | New |
| 422 | Navigoe#422 · 3 sh | 3 | $0.00 | 0.00% | New |
| 423 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#423 · 52,568 sh | 52,568 | — | — | -3.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.