Moran Wealth Management, LLC
Position in BFH — Bread Financial Holdings, Inc.
CIK 1965334
Naples, FL
Position in BFH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,507,029
+$1,979,099 QoQ
Shares Held
69,285
-6.1% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#74
of 421 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BFH Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $88,346,956 across 8 Credit Services names. BFH ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
79,975 | $27,438,622 | |
| 2 | AXP |
American Express Co
|
55,870 | $18,898,027 | |
| 3 | MA |
Mastercard Inc
|
28,386 | $14,579,049 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
211,795 | $9,145,307 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
This page
|
69,285 | $7,507,029 | |
| 6 | COF |
Capital One Financial Corp
|
34,876 | $6,996,822 | |
| 7 | ENVA |
Enova International, Inc.
|
14,373 | $3,460,012 | |
| 8 | EZPW |
Ezcorp Inc
|
9,317 | $322,088 |
All Filings in BFH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,507,029 | 69,285 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,527,930 | 73,814 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,823,652 | 38,142 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||