Action Point Financial Planning’s Brown-Forman Class A BF.A Stock Holding History

Action Point Financial Planning’s Portfolio BF.A Stock Details BF.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2K	Buy	+46	New	+$1.26K	﹤0.01%	2424

Other funds holding BF.A

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Action Point Financial Planning's BF.A Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Brown-Forman Class A (BF.A) in Q2 2026: 46 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2424 among its holdings.

210 funds tracked by Wall St. Rank hold BF.A as of Q2 2026.

Action Point Financial Planning held 46 shares of Brown-Forman Class A worth $1.2K as of Q2 2026.
Brown-Forman Class A was a new Action Point Financial Planning position in Q2 2026.
Brown-Forman Class A made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2424 holding.
210 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.