Optimize Financial Inc

Position in BFH — Bread Financial Holdings, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in BFH

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$493,974

+$73,857 QoQ

Shares Held

6,596

-10.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Optimize Financial Inc holds $2,835,556 across 6 Credit Services names. BFH ranks #1 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFH	Bread Financial Holdings, Inc. This page	6,596	$493,974
2	ALLY	Ally Financial Inc.	12,513	$490,884
3	AXP	American Express Co	1,582	$478,523
4	COF	Capital One Financial Corp	2,537	$462,824
5	MA	Mastercard Inc	912	$455,689
6	V	Visa Inc.	1,501	$453,662

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$493,974	6,596	-10.3%	Shares	Sole	2026-05-12
2025-06-30	$420,117	7,355	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$370,942	7,407	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.