Ray Dalio's BFH Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 54,303 shares of Bread Financial Holdings, Inc. (BFH) worth $4.02 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in BFH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 399,419 shares. Largest reduction occurred in Q4 2019, reducing 447,310 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Bread Financial Holdings (BFH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bread Financial Holdings (BFH) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +8,813 | Add 19.37% | 54,303 | $74.03 |
| Q3 2025 | +45,490 | New Buy | 45,490 | $55.77 |
| Q3 2022 | -8,885 | Sold Out | 0 | $0.00 |
| Q2 2022 | +8,885 | New Buy | 8,885 | $37.03 |
| Q1 2020 | -119,534 | Sold Out | 0 | $0.00 |
| Q4 2019 | -447,310 | Reduce 78.91% | 119,534 | $112.20 |
| Q3 2019 | +23,284 | Add 4.28% | 566,844 | $128.13 |
| Q2 2019 | +282,559 | Add 108.26% | 543,560 | $140.13 |
| Q1 2019 | -237,585 | Reduce 47.65% | 261,001 | $174.98 |
| Q4 2018 | +399,419 | Add 402.77% | 498,586 | $150.08 |
| Q3 2018 | +7,298 | Add 7.94% | 99,167 | $236.16 |
| Q2 2018 | -59,648 | Reduce 39.37% | 91,869 | $233.20 |
| Q1 2018 | +67,814 | Add 81.02% | 151,517 | $212.86 |
| Q4 2017 | -47,710 | Reduce 36.31% | 83,703 | $253.48 |
| Q3 2017 | +85,502 | Add 186.23% | 131,413 | $221.55 |
| Q2 2017 | -5,852 | Reduce 11.31% | 45,911 | $256.69 |
| Q1 2017 | -4,892 | Reduce 8.63% | 51,763 | $249.00 |
| Q4 2016 | -28,416 | Reduce 33.40% | 56,655 | $228.51 |
| Q3 2016 | -82,180 | Reduce 49.14% | 85,071 | $214.53 |
| Q2 2016 | +59,087 | Add 54.63% | 167,251 | $195.92 |
| Q1 2016 | +83,370 | Add 336.25% | 108,164 | $220.00 |
| Q4 2015 | -1,971 | Reduce 7.36% | 24,794 | $276.56 |
| Q3 2015 | +26,765 | New Buy | 26,765 | $258.99 |
| Q1 2015 | -24,694 | Sold Out | 0 | $0.00 |
| Q4 2014 | -900 | Reduce 3.52% | 24,694 | $286.06 |
| Q3 2014 | +11,220 | Add 78.06% | 25,594 | $248.26 |
| Q2 2014 | -1,300 | Reduce 8.29% | 14,374 | $281.27 |
| Q1 2014 | -6,900 | Reduce 30.57% | 15,674 | $272.43 |
| Q4 2013 | +6,300 | Add 38.71% | 22,574 | $262.91 |
| Q3 2013 | +16,274 | New Buy | 16,274 | $211.44 |
Ray Dalio's Bread Financial Holdings Investment FAQs
Ray Dalio first purchased Bread Financial Holdings, Inc. (BFH) in Q3 2013, acquiring 16,274 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Bread Financial Holdings, Inc. (BFH) for 30 quarters since Q3 2013.
Ray Dalio's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q4 2018, adding 498,586 shares worth $74.83 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 54,303 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $4.02 M.
As of the Q4 2025 filing, Bread Financial Holdings, Inc. (BFH) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Bread Financial Holdings, Inc. (BFH) was 566,844 shares, as reported at the end of Q3 2019.