Steve Schonfeld’s Brown-Forman Class A BF.A Stock Holding History

Steve Schonfeld’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	$591K	Buy	21,595 +5,009	+30%	+$138K	﹤0.01%	1740
2026 Q1	$444K	Sell	16,586 -31,627	-66%	-$861K	﹤0.01%	1437
2025 Q4	$1.27M	Buy	48,213 +40,768	+548%	+$1.14M	0.01%	1023
2025 Q3	$200K	Buy	+7,445	New	+$216K	﹤0.01%	1949
2024 Q4	–	Sell	-14,410	Closed	-$693K	–	2016
2024 Q3	$693K	Buy	+14,410	New	+$651K	﹤0.01%	1294
2024 Q2	–	Sell	-6,500	Closed	-$344K	–	2162
2024 Q1	$344K	Buy	+6,500	New	+$372K	﹤0.01%	1593
2023 Q1	–	Sell	-3,100	Closed	-$204K	–	2112
2022 Q4	$204K	Hold	3,100	–	–	﹤0.01%	1982
2022 Q3	$209K	Buy	+3,100	New	+$222K	﹤0.01%	2306

Other funds holding BF.A

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

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

Steve Schonfeld's BF.A Position: Q2 2026 in Review

Steve Schonfeld increased its Brown-Forman Class A (BF.A) stake by 30% in Q2 2026, buying an estimated $138K and bringing the position to 21,595 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Steve Schonfeld first reported a position in BF.A in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.27M in Q4 2025. 210 funds tracked by Wall St. Rank hold BF.A as of Q2 2026.

Steve Schonfeld held 21,595 shares of Brown-Forman Class A worth $591K as of Q2 2026.
Steve Schonfeld bought 5,009 Brown-Forman Class A shares in Q2 2026, an estimated $138K.
Brown-Forman Class A made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1740 holding.
Steve Schonfeld first reported a position in Brown-Forman Class A in Q3 2022 and has held it in 8 quarters since.
Steve Schonfeld's Brown-Forman Class A position peaked at $1.27M in Q4 2025.
210 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.