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

Curated Wealth Partners’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 		$21.4K Buy
+21,419
New +$577K ﹤0.01% 767

Other funds holding BF.B

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Curated Wealth Partners's BF.B Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Brown-Forman Class B (BF.B) in Q2 2026: 21,419 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings.

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

  • Curated Wealth Partners held 21,419 shares of Brown-Forman Class B worth $21.4K as of Q2 2026.
  • Brown-Forman Class B was a new Curated Wealth Partners position in Q2 2026.
  • Brown-Forman Class B made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #767 holding.
  • 172 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.