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

Raffa 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	$1.2K	Sell	45 -2	-4%	-$54	﹤0.01%	962
2026 Q1	$1.24K	Buy	47 +6	+15%	+$161	﹤0.01%	889
2025 Q4	$1.07K	Hold	41	–	–	﹤0.01%	909
2025 Q3	$1.11K	Hold	41	–	–	﹤0.01%	865
2025 Q2	$1.1K	Hold	41	–	–	﹤0.01%	845
2025 Q1	$1.39K	Hold	41	–	–	﹤0.01%	730
2024 Q4	$1.56K	Sell	41 -16	-28%	-$704	﹤0.01%	738
2024 Q3	$2.8K	Sell	57 -128	-69%	-$5.75K	﹤0.01%	545
2024 Q2	$7.99K	Hold	185	–	–	﹤0.01%	473
2024 Q1	$9.55K	Buy	185 +128	+225%	+$7.13K	﹤0.01%	433
2023 Q4	$3.25K	Hold	57	–	–	﹤0.01%	482
2023 Q3	$3.29K	Hold	57	–	–	﹤0.01%	455
2023 Q2	$3.81K	Hold	57	–	–	﹤0.01%	442
2023 Q1	$3.66K	Hold	57	–	–	﹤0.01%	455
2022 Q4	$3.74K	Sell	57 -11	-16%	-$746	﹤0.01%	437
2022 Q3	$4.53K	Buy	68 +11	+19%	+$800	﹤0.01%	405
2022 Q2	$4K	Hold	57	–	–	﹤0.01%	439
2022 Q1	$3.82K	Hold	57	–	–	﹤0.01%	472
2021 Q4	$4.15K	Hold	57	–	–	﹤0.01%	468
2021 Q3	$3.82K	Hold	57	–	–	﹤0.01%	439
2021 Q2	$4.27K	Hold	57	–	–	﹤0.01%	416
2021 Q1	$3.93K	Hold	57	–	–	﹤0.01%	460
2020 Q4	$4.53K	Hold	57	–	–	﹤0.01%	381
2020 Q3	$4.29K	Hold	57	–	–	﹤0.01%	352
2020 Q2	$3.63K	Buy	57 +6	+12%	+$383	﹤0.01%	368
2020 Q1	$2.83K	Buy	51 +10	+24%	+$643	﹤0.01%	362
2019 Q4	$2.77K	Hold	41	–	–	﹤0.01%	337
2019 Q3	$2.57K	Buy	+41	New	+$2.4K	﹤0.01%	349
2019 Q2	–	Sell	-41	Closed	-$2.16K	–	808
2019 Q1	$2.16K	Hold	41	–	–	﹤0.01%	343
2018 Q4	$1.95K	Hold	41	–	–	﹤0.01%	360
2018 Q3	$2.07K	Hold	41	–	–	﹤0.01%	385
2018 Q2	$2.01K	Hold	41	–	–	﹤0.01%	369
2018 Q1	$2.23K	Buy	+41	New	+$1.94K	﹤0.01%	334
2017 Q1	–	Sell	-22	Closed	-$629	–	428
2016 Q4	$629	Hold	22	–	–	﹤0.01%	642
2016 Q3	$664	Hold	22	–	–	﹤0.01%	586
2016 Q2	$698	Hold	22	–	–	﹤0.01%	520
2016 Q1	$689	Hold	22	–	–	﹤0.01%	539
2015 Q4	$695	Hold	22	–	–	﹤0.01%	513
2015 Q3	$678	Hold	22	–	–	﹤0.01%	522
2015 Q2	$701	Hold	22	–	–	﹤0.01%	512
2015 Q1	$632	Hold	22	–	–	﹤0.01%	579
2014 Q4	$615	Hold	22	–	–	﹤0.01%	575
2014 Q3	$632	Buy	+22	New	+$646	﹤0.01%	490
2014 Q1	–	Sell	-22	Closed	-$615	–	321
2013 Q4	$615	Buy	+22	New	+$516	﹤0.01%	575

Other funds holding BF.B

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Raffa Wealth Management reduced its Brown-Forman Class B (BF.B) stake by 4.3% in Q2 2026, selling an estimated $54 and leaving 45 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Raffa Wealth Management first reported a position in BF.B in Q4 2013 and has held it in 44 quarters since. The position peaked at $9.55K in Q1 2024. 558 funds tracked by Wall St. Rank hold BF.B as of Q2 2026.

Raffa Wealth Management held 45 shares of Brown-Forman Class B worth $1.2K as of Q2 2026.
Raffa Wealth Management sold 2 Brown-Forman Class B shares in Q2 2026, an estimated $54.
Brown-Forman Class B made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #962 holding.
Raffa Wealth Management first reported a position in Brown-Forman Class B in Q4 2013 and has held it in 44 quarters since.
Raffa Wealth Management's Brown-Forman Class B position peaked at $9.55K in Q1 2024.
558 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.