Balance Wealth
BF.B icon

Balance Wealth’s Brown-Forman Class B BF.B Stock Holding History

Balance Wealth’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
Q3 		$1.35K Buy
+52
New +$1.4K ﹤0.01% 806

Other funds holding BF.B

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Balance Wealth's BF.B Position: Q3 2026 in Review

Balance Wealth opened a new position in Brown-Forman Class B (BF.B) in Q3 2026: 52 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings.

480 funds tracked by Wall St. Rank hold BF.B as of Q3 2026.

  • Balance Wealth held 52 shares of Brown-Forman Class B worth $1.35K as of Q3 2026.
  • Brown-Forman Class B was a new Balance Wealth position in Q3 2026.
  • Brown-Forman Class B made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #806 holding.
  • 480 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.