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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

BFH holding history

Bread Financial Holdings, Inc. in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BFH overviewAll 13F holders of BFHFull Q2 2026 holdings

Shares (Q2 2026)
6,466
Value
$700.6K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of BFH by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,466$700.6K0.2%+392+6.5%AddedHolders
Q1 20266,074$454.9K0.1%+2,004+49.2%AddedHolders
Q4 20254,070$301.3K0.1%+4,070NewHolders