Bread Financial Holdings, Inc.
BFHFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Bread Financial Holdings, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Russell Investments Group, Ltd. | 2026-03-31 | 185,241 | $13.9M | SEC filing |
| Advisor OS, LLC | 2026-03-31 | 3,318 | $248K | SEC filing |
| Versant Capital Management, Inc | 2026-03-31 | 1,456 | $109K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 1,185,210 | $88.8M | SEC filing |
| Neo Ivy Capital Management | 2026-03-31 | 2,093 | $157K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 12,578 | $942K | SEC filing |
| CHOREO, LLC | 2026-03-31 | 2,816 | $211K | SEC filing |
| Smartleaf Asset Management LLC | 2026-03-31 | 521 | $38K | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 6,759 | $506K | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 630,225 | $47.2M | SEC filing |
| QRG CAPITAL MANAGEMENT, INC. | 2026-03-31 | 3,747 | $281K | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 1,149,456 | $86.1M | SEC filing |
| ZACKS INVESTMENT MANAGEMENT | 2026-03-31 | 38,060 | $2.85M | SEC filing |
| TURTLE CREEK ASSET MANAGEMENT INC. | 2026-03-31 | 2,431,102 | $182M | SEC filing |
| EVOLVE PRIVATE WEALTH, LLC | 2026-03-31 | 9,306 | $697K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 52,123 | $3.9M | SEC filing |
| BANK OF MONTREAL /CAN/ | 2026-03-31 | 4,487 | $336K | SEC filing |
| Pictet Asset Management Holding SA | 2026-03-31 | 8,038 | $602K | SEC filing |
| Retirement Wealth Solutions LLC | 2026-03-31 | 19 | $1.42K | SEC filing |
| CWM, LLC | 2026-03-31 | 10,166 | $761K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Bread Financial Holdings, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-01-29 · Turtle Creek Asset Management Inc.: Larger than all 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-26 · Turtle Creek Asset Management Inc.: Larger than 105 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-23 · Turtle Creek Asset Management Inc.: Larger than 101 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-22 · Turtle Creek Asset Management Inc.: Larger than 105 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-18 · Turtle Creek Asset Management Inc.: Larger than 101 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-17 · Turtle Creek Asset Management Inc.: Larger than 101 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-16 · Turtle Creek Asset Management Inc.: Larger than 101 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-10 · Turtle Creek Asset Management Inc.: Larger than 98 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-09 · Turtle Creek Asset Management Inc.: Larger than 107 of the 108 other insider sales of Common Stock on file. SEC filing
- 2024-01-04 · Turtle Creek Asset Management Inc.: Larger than 98 of the 108 other insider sales of Common Stock on file. SEC filing
- 2023-12-22 · Turtle Creek Asset Management Inc.: Larger than 98 of the 108 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 | Andretta Ralph J · President and CEO | Common Stock | S — Open market or private sale | −1,500 | 88.23 | SEC filing |
| 2026-05-29 | Andretta Ralph J · President and CEO | Common Stock | S — Open market or private sale | −12,500 | 89.17 | SEC filing |
| 2026-05-29 | Andretta Ralph J · President and CEO | Common Stock | S — Open market or private sale | −1,000 | 89.57 | SEC filing |
| 2026-05-21 | Fawcett John J. · Director | Common Stock | P — Open market or private purchase | +698 | 86.43 | SEC filing |
| 2026-04-24 | BALLOU ROGER H · Director | Common Stock | S — Open market or private sale | −9,687 | 90.32 | SEC filing |
| 2025-07-30 | Fawcett John J. · Director | Common Stock | P — Open market or private purchase | +927 | 61.79 | SEC filing |
| 2025-07-30 | Fawcett John J. · Director | Common Stock | P — Open market or private purchase | +100 | 61.80 | SEC filing |
| 2024-10-28 | Fawcett John J. · Director | Common Stock | P — Open market or private purchase | +1,000 | 51.02 | SEC filing |
Showing 8 of 15 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-15 | Lakhwara Praniti · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
| 2026-06-15 | Gerspach John C · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
| 2026-06-15 | TURNEY SHAREN J · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
| 2026-06-15 | Fawcett John J. · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
| 2026-06-15 | St Clair Joyce · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
| 2026-06-15 | THERIAULT TIMOTHY J · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
| 2026-06-15 | Natarajan Rajesh · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
| 2026-06-15 | Tucker Laurie Anne · Director | Common Stock | A — Grant, award, or other acquisition | +1,638 | SEC filing |
Showing 8 of 21 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.