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Summit Securities Group’s Brown-Forman Class B BF.B Stock Holding History

Summit Securities Group’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
Q1 		$132K Buy
+5,000
New +$134K 0.02% 257

Other funds holding BF.B

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's BF.B Position: Q1 2026 in Review

Summit Securities Group reduced its Brown-Forman Class B (BF.B) stake by 89% in Q1 2026, selling an estimated $6.28K and leaving 28 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Summit Securities Group first reported a position in BF.B in Q1 2022 and has held it in 10 quarters since. The position peaked at $275K in Q3 2022. 578 funds tracked by Wall St. Rank hold BF.B as of Q1 2026.

  • Summit Securities Group held 28 shares of Brown-Forman Class B worth $740 as of Q1 2026.
  • Summit Securities Group sold 234 Brown-Forman Class B shares in Q1 2026, an estimated $6.28K.
  • Brown-Forman Class B made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #997 holding.
  • Summit Securities Group first reported a position in Brown-Forman Class B in Q1 2022 and has held it in 10 quarters since.
  • Summit Securities Group's Brown-Forman Class B position peaked at $275K in Q3 2022.
  • 578 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.