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Integrated Wealth Concepts’s Brown-Forman Class A BF.A Stock Holding History

Integrated Wealth Concepts’s Portfolio BF.A Stock Details BF.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.6K Buy
+1,667
New +$45.8K ﹤0.01% 3449

Other funds holding BF.A

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Wealth Concepts's BF.A Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Brown-Forman Class A (BF.A) in Q2 2026: 1,667 shares worth $45.6K. The stake represents ﹤0.01% of the portfolio and ranks #3449 among its holdings.

211 funds tracked by Wall St. Rank hold BF.A as of Q2 2026.

  • Integrated Wealth Concepts held 1,667 shares of Brown-Forman Class A worth $45.6K as of Q2 2026.
  • Brown-Forman Class A was a new Integrated Wealth Concepts position in Q2 2026.
  • Brown-Forman Class A made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3449 holding.
  • 211 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.