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Pzena decreased BFH position by 286,225 shares

Aug 11, 2026Last updated Aug 12, 2026

This StonkWhisper whale intelligence report documents significant institutional position changes in $BFH based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.

PZENA INVESTMENT MANAGEMENT LLC AUM: $34.1B DECREASED

AUM: $34.1B · 195 holdings · Period: 2026-06-30

286,225 Share Change

327,448 Current Shares

$35.5B Current Value

0.10% Portfolio %

-46.6% Change %

Position Change Detail

Issuer BREAD FINANCIAL HOLDINGS INC

Ticker BFH

Shares 613,673 → 327,448 286,225

Value $46.0B → $35.5B

Portfolio Weight 0.10%

Change Type Decreased

Period of Report 2026-06-30

Other Pzena Positions This Period

Ticker	Issuer	Change Type	Share Change	Value
NOK	NOKIA CORP	Decreased	58,414,612	$66.5B
MBC	MASTERBRAND INC	Increased	+11,515,469	$157.7B
LKQ1	LKQ CORP	Increased	+8,909,385	$398.7B
BEKE	KE HLDGS INC	New	+8,877,643	$129.0B
CRBG	COREBRIDGE FINL INC	Increased	+6,735,410	$952.5B
DOW	DOW HLDGS INC	Decreased	6,254,509	$338.7B
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	Increased	+6,189,015	$1017.0B
DG	DOLLAR GEN CORP	Increased	+3,293,585	$1161.7B
AVT	AVNET INC	Decreased	2,571,835	$277.2B
TRVC	CITIGROUP INC	Decreased	2,570,125	$763.8B

Other Whales Moving BFH This Period

Manager	Change Type	Share Change
LSV	Increased	+101,643
State Street	Decreased	83,079
Winton	Decreased	78,851
Tweedy Browne	Exited	31,262

View all sentiment, news, and whale activity for BFH (BREAD FINANCIAL HOLDINGS INC).

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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.

Last updated: August 12, 2026 at 06:02 UTC