Steward Partners Investment Advisory, LLC

Position in BF-A — Brown Forman Corp

CIK 1723397 STAMFORD, CT

Back to BF-A Full portfolio

Position in BF-A

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$7,903

-$1,961 QoQ

Shares Held

295

+96.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BF-A Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $461,595 across 3 Beverages - Wineries & Distilleries names. BF-A ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC	5,930	$441,488
2	WVVI	Willamette Valley Vineyards Inc	4,749	$12,204
3	BF-A	Brown Forman Corp This page	295	$7,903

All Filings in BF-A

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,903	295	+96.7%	Shares	Sole	2026-05-08
2022-12-31	$9,864	150	0.0%	Shares	Sole	2023-02-15
2022-09-30	$10,134	150	-25.0%	Shares	Sole	2022-11-10
2020-03-31	$10,276	200	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.