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ASSETMARK, INC

Position in BFH — Bread Financial Holdings, Inc.

CIK 1344551 CONCORD, CA

Position in BFH

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$11,876,655
+$805,765 QoQ
Shares Held
158,588
+6.0% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in BFH Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Mar 31, 2026

ASSETMARK, INC holds $577,448,772 across 24 Credit Services names. BFH ranks #6 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 BFH
Bread Financial Holdings, Inc.
This page
158,588 $11,876,655

All Filings in BFH

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $11,876,655 158,588
2025-12-31 $11,070,890 149,546
2025-09-30 $6,348,354 113,831
2025-06-30 $6,330,780 110,833
2025-03-31 $5,878,841 117,389
2024-12-31 $6,313,542 103,399
2024-09-30 $4,666,598 98,079
2024-06-30 $4,114,091 92,327
2024-03-31 $3,260,436 87,552
2023-12-31 $2,805,071 85,157
2023-09-30 $273 8
2023-06-30 $439 14
2023-03-31 $424 14
2022-12-31 $1,242 33
2022-09-30 $1,949 62
2022-06-30 $4,102,023 110,686
2022-03-31 $6,351,014 113,108
2021-12-31 $6,992,379 105,038
2021-03-31 $3,578 40
2020-12-31 $1,833 31
2020-09-30 $1,206 36
2020-06-30 $1,224 34
2020-03-31 $30,668 1,142