RAFFA WEALTH MANAGEMENT, LLC’s Brown-Forman Class A BF.A Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.2K	Hold	44	–	–	﹤0.01%	960
2026 Q1	$1.18K	Buy	44 +1	+2%	+$27	﹤0.01%	905
2025 Q4	$1.13K	Hold	43	–	–	﹤0.01%	902
2025 Q3	$1.16K	Buy	43 +18	+72%	+$523	﹤0.01%	853
2025 Q2	$687	Hold	25	–	–	﹤0.01%	943
2025 Q1	$837	Hold	25	–	–	﹤0.01%	871
2024 Q4	$942	Hold	25	–	–	﹤0.01%	881
2024 Q3	$1.2K	Hold	25	–	–	﹤0.01%	797
2024 Q2	$1.1K	Hold	25	–	–	﹤0.01%	872
2024 Q1	$1.32K	Hold	25	–	–	﹤0.01%	818
2023 Q4	$1.49K	Hold	25	–	–	﹤0.01%	706
2023 Q3	$1.45K	Hold	25	–	–	﹤0.01%	677
2023 Q2	$1.7K	Hold	25	–	–	﹤0.01%	659
2023 Q1	$1.63K	Hold	25	–	–	﹤0.01%	662
2022 Q4	$1.64K	Hold	25	–	–	﹤0.01%	652
2022 Q3	$1.69K	Hold	25	–	–	﹤0.01%	649
2022 Q2	$1.69K	Hold	25	–	–	﹤0.01%	650
2022 Q1	$1.57K	Hold	25	–	–	﹤0.01%	713
2021 Q4	$1.7K	Hold	25	–	–	﹤0.01%	705
2021 Q3	$1.57K	Hold	25	–	–	﹤0.01%	686
2021 Q2	$1.76K	Hold	25	–	–	﹤0.01%	660
2021 Q1	$1.59K	Hold	25	–	–	﹤0.01%	700
2020 Q4	$1.84K	Hold	25	–	–	﹤0.01%	580
2020 Q3	$1.72K	Hold	25	–	–	﹤0.01%	524
2020 Q2	$1.44K	Hold	25	–	–	﹤0.01%	551
2020 Q1	$1.28K	Hold	25	–	–	﹤0.01%	517
2019 Q4	$1.57K	Hold	25	–	–	﹤0.01%	452
2019 Q3	$1.49K	Buy	+25	New	+$1.43K	﹤0.01%	457
2019 Q2	–	Sell	-25	Closed	-$1.28K	–	809
2019 Q1	$1.28K	Hold	25	–	–	﹤0.01%	475
2018 Q4	$1.19K	Hold	25	–	–	﹤0.01%	468
2018 Q3	$1.27K	Hold	25	–	–	﹤0.01%	499
2018 Q2	$1.22K	Hold	25	–	–	﹤0.01%	486
2018 Q1	$1.33K	Buy	+25	New	+$1.33K	﹤0.01%	428

Other funds holding BF.A

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

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BF.A Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Brown-Forman Class A (BF.A) position steady in Q2 2026 at 44 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BF.A in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.84K in Q4 2020. 48 funds tracked by Wall St. Rank hold BF.A as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 44 shares of Brown-Forman Class A worth $1.2K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Brown-Forman Class A share count unchanged in Q2 2026.
Brown-Forman Class A made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #960 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Brown-Forman Class A in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Brown-Forman Class A position peaked at $1.84K in Q4 2020.
48 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.