Jefferies Group's BFH Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 97,546 shares of Bread Financial Holdings, Inc. (BFH) worth $10.57 M, representing 0.07% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BFH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 66,015 shares. Largest reduction occurred in Q1 2025, reducing 28,408 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Bread Financial Holdings (BFH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bread Financial Holdings (BFH) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +38,646 | Add 65.61% | 97,546 | $108.35 |
| Q1 2026 | -7,115 | Reduce 10.78% | 58,900 | $74.89 |
| Q4 2025 | +66,015 | New Buy | 66,015 | $74.03 |
| Q1 2025 | -28,408 | Sold Out | 0 | $0.00 |
| Q4 2024 | +28,408 | New Buy | 28,408 | $61.06 |
| Q3 2024 | -24,000 | Sold Out | 0 | $0.00 |
| Q2 2024 | +14,861 | Add 162.61% | 24,000 | $44.56 |
| Q1 2024 | +1,263 | Add 16.04% | 9,139 | $37.24 |
| Q4 2023 | +7,876 | New Buy | 7,876 | $32.94 |
| Q2 2018 | -21,500 | Sold Out | 0 | $0.00 |
| Q1 2018 | +13,500 | Add 168.75% | 21,500 | $212.88 |
| Q4 2017 | +8,000 | New Buy | 8,000 | $253.50 |
Jefferies Group's Bread Financial Holdings Investment FAQs
Jefferies Group first purchased Bread Financial Holdings, Inc. (BFH) in Q4 2017, acquiring 8,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Bread Financial Holdings, Inc. (BFH) for 12 quarters since Q4 2017.
Jefferies Group's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q4 2025, adding 66,015 shares worth $4.89 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 97,546 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $10.57 M.
As of the Q2 2026 filing, Bread Financial Holdings, Inc. (BFH) represents approximately 0.07% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Bread Financial Holdings, Inc. (BFH) was 97,546 shares, as reported at the end of Q2 2026.