James T. Borello RIA
BF.A icon

James T. Borello RIA’s Brown-Forman Class A BF.A Stock Holding History

James T. Borello RIA’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
Q3 		$456 Sell
17
-28
-62% -$769 ﹤0.01% 1054
2026
Q2 		$1.23K Sell
45
-96
-68% -$2.64K ﹤0.01% 1003
2026
Q1 		$3.78K Hold
141
– – ﹤0.01% 830
2025
Q4 		$3.71K Sell
141
-41
-23% -$1.14K ﹤0.01% 651
2025
Q3 		$4.9K Buy
+182
New +$5.29K ﹤0.01% 469

Other funds holding BF.A

Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Kennon-Green & Company
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

James T. Borello RIA's BF.A Position: Q3 2026 in Review

James T. Borello RIA reduced its Brown-Forman Class A (BF.A) stake by 62% in Q3 2026, selling an estimated $769 and leaving 17 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

James T. Borello RIA first reported a position in BF.A in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.9K in Q3 2025. 28 funds tracked by Wall St. Rank hold BF.A as of Q3 2026.

  • James T. Borello RIA held 17 shares of Brown-Forman Class A worth $456 as of Q3 2026.
  • James T. Borello RIA sold 28 Brown-Forman Class A shares in Q3 2026, an estimated $769.
  • Brown-Forman Class A made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1054 holding.
  • James T. Borello RIA first reported a position in Brown-Forman Class A in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Brown-Forman Class A position peaked at $4.9K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.