Convergence Financial’s Brown-Forman Class B BF.B Stock Holding History

Convergence Financial’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	$355K	Buy	+13,553	New	+$365K	0.05%	204

Other funds holding BF.B

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Pacific Capital Partners London $132M AUM 28.4% 1-Year Est. Return

Convergence Financial's BF.B Position: Q3 2026 in Review

Convergence Financial opened a new position in Brown-Forman Class B (BF.B) in Q3 2026: 13,553 shares worth $355K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings.

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

Convergence Financial held 13,553 shares of Brown-Forman Class B worth $355K as of Q3 2026.
Brown-Forman Class B was a new Convergence Financial position in Q3 2026.
Brown-Forman Class B made up 0.05% of Convergence Financial's portfolio in Q3 2026, its #204 holding.
165 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.