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JPL Wealth Management’s Brown-Forman Class A BF.A Stock Holding History

JPL Wealth Management’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 		$3.01K Buy
+110
New +$3.02K ﹤0.01% 941

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

JPL Wealth Management's BF.A Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Brown-Forman Class A (BF.A) in Q2 2026: 110 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

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

  • JPL Wealth Management held 110 shares of Brown-Forman Class A worth $3.01K as of Q2 2026.
  • Brown-Forman Class A was a new JPL Wealth Management position in Q2 2026.
  • Brown-Forman Class A made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #941 holding.
  • 212 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.