11 institutions reported holding $1.3M of BREAD FINANCIAL HOLDINGS INC (BFH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Baron Wealth Management LLC ($700,608), GAMMA Investing LLC ($416,281), Versant Capital Management, Inc ($157,758), MassMutual Private Wealth & Trust, FSB ($20,045), Dogwood Wealth Management LLC ($17,119). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Baron Wealth Management LLC | $700,608 | 6,466 | Added |
| 2 | GAMMA Investing LLC | $416,281 | 3,842 | Added |
| 3 | Versant Capital Management, Inc | $157,758 | 1,456 | Hold |
| 4 | MassMutual Private Wealth & Trust, FSB | $20,045 | 185 | Hold |
| 5 | Dogwood Wealth Management LLC | $17,119 | 158 | Added |
| 6 | Cedar Mountain Advisors, LLC | $8,018 | 74 | Hold |
| 7 | Beaird Harris Wealth Management, LLC | $7,335 | 68 | Hold |
| 8 | MJT & Associates Financial Advisory Group, Inc. | $2,384 | 22 | Hold |
| 9 | Retirement Wealth Solutions LLC | $2,059 | 19 | Hold |
| 10 | Arlington Trust Co LLC | $542 | 5 | Hold |
| 11 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30