Jeremy Grantham’s BFH Holdings & Trades

First Buy
Q4 2020
Duration Held
20 Quarters
Largest Add
Q4 2020
+260,100 Shares
Current Position
55,686 Shares
$3.11 M Value

Jeremy Grantham's BFH Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 55,686 shares of Bread Financial Holdings, Inc. (BFH) worth $3.11 M, representing 0.01% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Jeremy Grantham has maintained a strategic position in BFH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 39,932 shares. Largest reduction occurred in Q2 2022, reducing 91,144 shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's Bread Financial Holdings (BFH) Holding Value Over Time

Track share changes against reported price movement

Quarterly Bread Financial Holdings (BFH) Trades by Jeremy Grantham

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2020 +260,100 New Buy 260,100 $74.10
Q1 2021 -35,800 Reduce 13.76% 224,300 $112.09
Q2 2021 +5,900 Add 2.63% 230,200 $104.19
Q3 2021 +15,500 Add 6.73% 245,700 $100.89
Q4 2021 -69,600 Reduce 28.33% 176,100 $66.57
Q1 2022 -77,056 Reduce 43.76% 99,044 $56.15
Q2 2022 -91,144 Reduce 92.02% 7,900 $37.09
Q3 2022 +8,000 Add 101.27% 15,900 $31.45
Q4 2022 +18,640 Add 117.23% 34,540 $37.66
Q1 2023 -12,300 Reduce 35.61% 22,240 $30.32
Q2 2023 -22,240 Sold Out 22,240 $0.00
Q2 2024 +6,415 New Buy 6,415 $44.56
Q3 2024 -1,380 Reduce 21.51% 5,035 $47.58
Q4 2024 -5,035 Sold Out 5,035 $0.00
Q2 2025 +44,967 New Buy 44,967 $57.12
Q3 2025 +10,719 Add 23.84% 55,686 $55.77

Jeremy Grantham's Bread Financial Holdings Investment FAQs

Jeremy Grantham first purchased Bread Financial Holdings, Inc. (BFH) in Q4 2020, acquiring 260,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham has held Bread Financial Holdings, Inc. (BFH) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q4 2020, adding 260,100 shares worth $19.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 55,686 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $3.11 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 0.01% of Jeremy Grantham'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.

Jeremy Grantham's peak holding in Bread Financial Holdings, Inc. (BFH) was 260,100 shares, as reported at the end of Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.