James T. Borello’s Brown-Forman Class A BF.A Stock Holding History

James T. Borello’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 Q3	$456	Sell	17 -28	-62%	-$769	﹤0.01%	1054
2026 Q2	$1.23K	Sell	45 -96	-68%	-$2.64K	﹤0.01%	1003
2026 Q1	$3.78K	Hold	141	–	–	﹤0.01%	830
2025 Q4	$3.71K	Sell	141 -41	-23%	-$1.14K	﹤0.01%	651
2025 Q3	$4.9K	Buy	+182	New	+$5.29K	﹤0.01%	469

Other funds holding BF.A

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

GWI

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

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

RCDBASW

Rudd Co d/b/a Styre Wealth Fort Worth, Texas $103M AUM

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $967M AUM 23.48% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

James T. Borello's BF.A Position: Q3 2026 in Review

James T. Borello reduced its Brown-Forman Class A (BF.A) stake by 62% in Q3 2026, selling an estimated $769 and leaving 17 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

James T. Borello first reported a position in BF.A in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.9K in Q3 2025. 52 funds tracked by Wall St. Rank hold BF.A as of Q3 2026.

James T. Borello held 17 shares of Brown-Forman Class A worth $456 as of Q3 2026.
James T. Borello sold 28 Brown-Forman Class A shares in Q3 2026, an estimated $769.
Brown-Forman Class A made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1054 holding.
James T. Borello first reported a position in Brown-Forman Class A in Q3 2025 and has held it in 5 quarters since.
James T. Borello's Brown-Forman Class A position peaked at $4.9K in Q3 2025.
52 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.