James T. Borello RIA
BF.B icon

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

James T. Borello RIA’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
Q3 		$52 Hold
2
– – ﹤0.01% 1254
2026
Q2 		$53 Sell
2
-2
-50% -$54 ﹤0.01% 1202
2026
Q1 		$106 Sell
4
-67
-94% -$1.8K ﹤0.01% 1161
2025
Q4 		$1.85K Buy
71
+68
+2,267% +$1.91K ﹤0.01% 795
2025
Q3 		$81 Buy
+3
New +$87 ﹤0.01% 967

Other funds holding BF.B

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

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

James T. Borello RIA held its Brown-Forman Class B (BF.B) position steady in Q3 2026 at 2 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

James T. Borello RIA first reported a position in BF.B in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.85K in Q4 2025. 83 funds tracked by Wall St. Rank hold BF.B as of Q3 2026.

  • James T. Borello RIA held 2 shares of Brown-Forman Class B worth $52 as of Q3 2026.
  • James T. Borello RIA left its Brown-Forman Class B share count unchanged in Q3 2026.
  • Brown-Forman Class B made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1254 holding.
  • James T. Borello RIA first reported a position in Brown-Forman Class B in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Brown-Forman Class B position peaked at $1.85K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q3 2026.

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