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Wellington-Altus USA’s Brown-Forman Class B BF.B Stock Holding History

Wellington-Altus USA’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 		$159K Buy
+6,000
New +$162K 0.11% 151
2026
Q1 		– Sell
-2,000
Closed -$52.1K – 700
2025
Q4 		$52.1K Buy
+2,000
New +$56.3K 0.04% 288

Other funds holding BF.B

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Wellington-Altus USA's BF.B Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Brown-Forman Class B (BF.B) in Q2 2026: 6,000 shares worth $159K. The stake represents 0.11% of the portfolio and ranks #151 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in BF.B as recently as Q4 2025.

Wellington-Altus USA first reported a position in BF.B in Q4 2025 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold BF.B as of Q2 2026.

  • Wellington-Altus USA held 6,000 shares of Brown-Forman Class B worth $159K as of Q2 2026.
  • Brown-Forman Class B was a new Wellington-Altus USA position in Q2 2026.
  • Brown-Forman Class B made up 0.11% of Wellington-Altus USA's portfolio in Q2 2026, its #151 holding.
  • Wellington-Altus USA first reported a position in Brown-Forman Class B in Q4 2025 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.