Institute for Wealth Management’s Brown-Forman Class B BF.B Stock Holding History

Institute for Wealth Management’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	$251	Buy	+9	New	+$242	﹤0.01%	1721

Other funds holding BF.B

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's BF.B Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Brown-Forman Class B (BF.B) in Q2 2026: 9 shares worth $251. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings.

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

Institute for Wealth Management held 9 shares of Brown-Forman Class B worth $251 as of Q2 2026.
Brown-Forman Class B was a new Institute for Wealth Management position in Q2 2026.
Brown-Forman Class B made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1721 holding.
316 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.