Richard Pzena’s BFH Holdings & Trades

First Buy
Q2 2023
Duration Held
10 Quarters
Largest Add
Q2 2023
+601,637 shares
Current Position
785,417 shares
$43.8 M value

Richard Pzena's BFH Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 785.4K shares of Bread Financial Holdings, Inc. (BFH) worth $43.8 M, representing 0.14% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 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 243.4K shares. Largest reduction occurred in Q4 2024, reducing 158.7K 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

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2023 +601,637 New Buy 601,637 $31.39
Q3 2023 +106,891 Add 17.77% 708,528 $34.20
Q4 2023 +99,029 Add 13.98% 807,557 $32.94
Q1 2024 -102,814 Reduce 12.73% 704,743 $37.24
Q2 2024 -67,335 Reduce 9.55% 637,408 $44.56
Q3 2024 +243,419 Add 38.19% 880,827 $47.58
Q4 2024 -158,688 Reduce 18.02% 722,139 $61.06
Q1 2025 +6,065 Add 0.84% 728,204 $50.08
Q2 2025 +71,939 Add 9.88% 800,143 $57.12
Q3 2025 -14,726 Reduce 1.84% 785,417 $55.77

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 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q2 2023, adding 601,637 shares worth $18.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 785,417 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $43.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's peak holding in Bread Financial Holdings, Inc. (BFH) was 880,827 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.