TOTH FINANCIAL ADVISORY CORP
Position in BFH — Bread Financial Holdings, Inc.
CIK 866780
LEESBURG, VA
Position in BFH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$143,022
+$44,168 QoQ
Shares Held
1,320
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#299
of 417 holders
Holding Since
Mar 2021
6 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, 2026TOTH FINANCIAL ADVISORY CORP holds $32,876,764 across 9 Credit Services names. BFH ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
51,196 | $17,564,835 | |
| 2 | MA |
Mastercard Inc
|
27,746 | $14,250,345 | |
| 3 | AXP |
American Express Co
|
1,535 | $519,213 | |
| 4 | COF |
Capital One Financial Corp
|
932 | $186,977 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
8,350 | $149,715 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
This page
|
1,320 | $143,022 | |
| 7 | SEZL |
Sezzle Inc.
|
300 | $51,489 | |
| 8 | WU |
Western Union CO
|
800 | $6,160 |
All Filings in BFH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,022 | 1,320 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $98,854 | 1,320 | Shares | Sole | 2026-04-16 | |
| 2025-03-31 | $415,664 | 8,300 | Shares | Sole | 2025-04-14 | |
| 2021-09-30 | $89,287 | 885 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $93,770 | 900 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $939,874 | 8,385 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||