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

RAFFA WEALTH MANAGEMENT, LLC’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
New +$10.3K ﹤0.01% 433
2023
Q3 		$3.29K Buy
+57
New +$3.79K ﹤0.01% 455
2022
Q4 		$3.74K Sell
57
-11
-16% -$746 ﹤0.01% 437
2022
Q3 		$4.53K Buy
+68
New +$4.95K ﹤0.01% 405
2021
Q4 		$4.15K Hold
57
– – ﹤0.01% 468
2021
Q3 		$3.82K Hold
57
– – ﹤0.01% 439
2021
Q2 		$4.27K Buy
+57
New +$4.34K ﹤0.01% 416
2020
Q4 		$4.53K Buy
+57
New +$4.4K ﹤0.01% 381
2020
Q2 		$3.63K Buy
57
+6
+12% +$383 ﹤0.01% 368
2020
Q1 		$2.83K Buy
+51
New +$3.28K ﹤0.01% 362
2019
Q3 		$2.57K Buy
+41
New +$2.4K ﹤0.01% 349
2018
Q1 		$2.23K Buy
+41
New +$1.94K ﹤0.01% 334
2016
Q3 		$664 Buy
+22
New +$683 ﹤0.01% 586
2016
Q1 		$689 Hold
22
– – ﹤0.01% 539
2015
Q4 		$695 Buy
+22
New +$734 ﹤0.01% 513
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

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC 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, LLC first reported a position in BF.B in Q4 2013 and has held it in 29 quarters since. The position peaked at $9.55K in Q1 2024. 153 funds tracked by Wall St. Rank hold BF.B as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 45 shares of Brown-Forman Class B worth $1.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC 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, LLC's portfolio in Q2 2026, its #962 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Brown-Forman Class B in Q4 2013 and has held it in 29 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Brown-Forman Class B position peaked at $9.55K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

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