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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.76K	Buy	+145	New	+$3.91K	﹤0.01%	1948

Other funds holding BF.B

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Brown-Forman Class B (BF.B) in Q2 2026: 145 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #1948 among its holdings.

590 funds tracked by Wall St. Rank hold BF.B as of Q2 2026.

Action Point Financial Planning held 145 shares of Brown-Forman Class B worth $3.76K as of Q2 2026.
Brown-Forman Class B was a new Action Point Financial Planning position in Q2 2026.
Brown-Forman Class B made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1948 holding.
590 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

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