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

Evelyn 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 		$16.3K Buy
+611
New +$16.5K ﹤0.01% 456

Other funds holding BF.B

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Evelyn Partners opened a new position in Brown-Forman Class B (BF.B) in Q2 2026: 611 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings.

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

  • Evelyn Partners held 611 shares of Brown-Forman Class B worth $16.3K as of Q2 2026.
  • Brown-Forman Class B was a new Evelyn Partners position in Q2 2026.
  • Brown-Forman Class B made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #456 holding.
  • 558 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.