— Know what they know.
Not Investment Advice
Also trades as: ADS (NYSE) · $vol 56M · BFHIV (OTC) · $vol 6M · 0HCR.L (LSE) · $vol 0M

BFH Smart Money

Bread Financial Holdings, Inc.
1W: -4.8% 1M: -8.0% 3M: -5.4% YTD: +30.5% 1Y: +79.1% 3Y: +203.0% 5Y: +30.1%
$98.05
+1.11 (+1.15%)
 
Weekly Expected Move ±4.3%
$90 $94 $98 $102 $106
NYSE · Financial Services · Financial - Credit Services · Tech Score Sell · Power 38 · $4.0B mcap · 38M float · 1.67% daily turnover · Short 62% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
462
Institutions Holding
+34 vs prior
107.7%
Ownership
+26.95%
79 New
124 Increased
198 Reduced
40 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-14 McCarthy Dennis James officer: evp, chief revenue officer P-Purchase 16 $108.14 $2K Filing
2026-07-28 Lakhwara Praniti director S-Sale 2,802 $106.12 $297K Filing
2026-07-15 Gerspach John C director A-Grant/Award 730 $— $0 Filing
2026-06-15 Natarajan Rajesh director A-Grant/Award 1,638 $— $0 Filing
2026-06-15 Lakhwara Praniti director A-Grant/Award 1,638 $— $0 Filing
2026-06-15 Tucker Laurie Anne director A-Grant/Award 1,638 $— $0 Filing
2026-06-15 Gerspach John C director A-Grant/Award 1,638 $— $0 Filing
2026-06-15 TURNEY SHAREN J director A-Grant/Award 1,638 $— $0 Filing
2026-06-15 THERIAULT TIMOTHY J director A-Grant/Award 1,638 $— $0 Filing
2026-06-15 Fawcett John J. director A-Grant/Award 1,638 $— $0 Filing
2026-06-15 St Clair Joyce director A-Grant/Award 1,638 $— $0 Filing
2026-05-29 Andretta Ralph J officer: president and ceo S-Sale 12,500 $89.17 $1.1M Filing
2026-05-29 Andretta Ralph J officer: president and ceo S-Sale 1,500 $88.23 $132K Filing
2026-05-29 Andretta Ralph J officer: president and ceo S-Sale 1,000 $89.57 $90K Filing
2026-05-21 Fawcett John J. director P-Purchase 698 $86.43 $60K Filing
2026-04-24 BALLOU ROGER H director S-Sale 9,687 $90.32 $875K Filing
2026-04-15 Gerspach John C director A-Grant/Award 483 $— $0 Filing
2026-02-19 BALLOU ROGER H director G-Gift 1,351 $— $0 Filing
2026-02-18 Driscoll Allegra S officer: evp, chief technology officer F-Tax Withholding 1,752 $73.74 $129K Filing
2026-02-18 Beberman Perry S officer: evp, chief financial officer F-Tax Withholding 2,014 $73.74 $149K Filing
2026-02-18 Greer Valerie E officer: evp, chief commercial officer F-Tax Withholding 2,003 $73.74 $148K Filing
2026-02-18 Motes Joseph L III officer: evp, cao, gen counsel & secy F-Tax Withholding 1,470 $73.74 $108K Filing
2026-02-18 Campbell Jonathan Bryan officer: svp, chief accounting officer F-Tax Withholding 1,310 $73.74 $97K Filing
2026-02-18 Driscoll Allegra S officer: evp, chief technology officer F-Tax Withholding 2,564 $73.74 $189K Filing
2026-02-18 Andretta Ralph J officer: president and ceo F-Tax Withholding 5,326 $73.74 $393K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 3,888,457 $421M -336,243 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 3,092,208 $335M +6,148 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 2,621,816 $284M -134,520 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 1,791,190 $194M +159,569 2026-06-30 Filing
Allianz Asset Management GmbH 1,788,468 $194M +441,866 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,757,637 $190M -111,748 2026-06-30 Filing
STATE STREET CORP 1,681,704 $182M -83,079 2026-06-30 Filing
TURTLE CREEK ASSET MANAGEMENT INC. 1,310,339 $142M -1,120,763 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,132,140 $123M -53,070 2026-06-30 Filing
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,045,197 $113M -58,387 2026-06-30 Filing
HSBC HOLDINGS PLC 907,458 $99M -102,432 2026-06-30 Filing
FRANKLIN RESOURCES INC 823,185 $89M -326,271 2026-06-30 Filing
JACOBS LEVY EQUITY MANAGEMENT, INC 769,826 $83M -176,441 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 762,074 $83M +9,060 2026-06-30 Filing
Sixth Street Partners Management Company 612,515 $66M +612,515 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 612,515 $66M -41,634 2026-06-30 Filing
BANK OF AMERICA CORP /DE 607,351 $66M -22,874 2026-06-30 Filing
NOMURA ASSET MANAGEMENT INTERNATIONAL IN 583,288 $63M -125,178 2026-06-30 Filing
MORGAN STANLEY 564,739 $61M -50,889 2026-06-30 Filing
NORTHERN TRUST CORP 521,167 $56M -14,935 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms