Baron Wealth Management LLC

Position in BFH — Bread Financial Holdings, Inc.

CIK 1968507 TROY, MI

Position in BFH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$700,591

+$245,710 QoQ

Shares Held

6,466

+6.5% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#208

of 417 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,605,206 across 5 Credit Services names. BFH ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,416	$1,515,085
2	MA	Mastercard Inc	1,612	$827,923
3	BFH	Bread Financial Holdings, Inc. This page	6,466	$700,591
4	AXP	American Express Co	1,007	$340,617
5	ENVA	Enova International, Inc.	918	$220,990

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$700,591	6,466	+6.5%	Shares	Sole	2026-07-07
2026-03-31	$454,881	6,074	+49.2%	Shares	Sole	2026-04-16
2025-12-31	$301,302	4,070	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.