Planning Strategies Inc.’s Brown-Forman Class B BF.B Stock Holding History

Planning Strategies Inc.’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	$53	Buy	+2	New	+$54	﹤0.01%	1054

Other funds holding BF.B

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Planning Strategies Inc.'s BF.B Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Brown-Forman Class B (BF.B) in Q2 2026: 2 shares worth $53. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings.

174 funds tracked by Wall St. Rank hold BF.B as of Q2 2026.

Planning Strategies Inc. held 2 shares of Brown-Forman Class B worth $53 as of Q2 2026.
Brown-Forman Class B was a new Planning Strategies Inc. position in Q2 2026.
Brown-Forman Class B made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1054 holding.
174 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.