Richard Pzena's BFH Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 640,130 shares of Bread Financial Holdings, Inc. (BFH) worth $47.39 M, representing 0.14% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in BFH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 243,419 shares. Largest reduction occurred in Q4 2024, reducing 158,688 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Bread Financial Holdings (BFH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bread Financial Holdings (BFH) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -145,287 | Reduce 18.50% | 640,130 | $74.03 |
| Q3 2025 | -14,726 | Reduce 1.84% | 785,417 | $55.77 |
| Q2 2025 | +71,939 | Add 9.88% | 800,143 | $57.12 |
| Q1 2025 | +6,065 | Add 0.84% | 728,204 | $50.08 |
| Q4 2024 | -158,688 | Reduce 18.02% | 722,139 | $61.06 |
| Q3 2024 | +243,419 | Add 38.19% | 880,827 | $47.58 |
| Q2 2024 | -67,335 | Reduce 9.55% | 637,408 | $44.56 |
| Q1 2024 | -102,814 | Reduce 12.73% | 704,743 | $37.24 |
| Q4 2023 | +99,029 | Add 13.98% | 807,557 | $32.94 |
| Q3 2023 | +106,891 | Add 17.77% | 708,528 | $34.20 |
| Q2 2023 | +601,637 | New Buy | 601,637 | $31.39 |
Richard Pzena's Bread Financial Holdings Investment FAQs
Richard Pzena first purchased Bread Financial Holdings, Inc. (BFH) in Q2 2023, acquiring 601,637 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Bread Financial Holdings, Inc. (BFH) for 11 quarters since Q2 2023.
Richard Pzena's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q2 2023, adding 601,637 shares worth $18.89 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 640,130 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $47.39 M.
As of the Q4 2025 filing, Bread Financial Holdings, Inc. (BFH) represents approximately 0.14% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Bread Financial Holdings, Inc. (BFH) was 880,827 shares, as reported at the end of Q3 2024.