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FIRST FOUNDATION ADVISORS

Endowment

Position in BF-B — Brown Forman Corp

CIK 1086763 Irvine, CA

Position in BF-B

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$457,793
+$3,025 QoQ
Shares Held
17,178
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#253
of 444 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $457,793 across 1 Beverages - Wineries & Distilleries name. BF-B ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BF-B
Brown Forman Corp
This page
17,178 $457,793

All Filings in BF-B

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 BF-B $457,793 17,178
2026-03-31 BF-B $454,768 17,200
2025-12-31 BF-B $449,873 17,263
2025-09-30 BF-B $467,482 17,263
2025-06-30 BF-B $467,049 17,356
2025-03-31 BF-B $589,062 17,356
2024-12-31 BF-B $660,016 17,378
2024-09-30 BF-B $858,589 17,451
2024-06-30 BF-B $754,356 17,466
2024-03-31 BF-B $968,287 18,758
2023-12-31 BF-B $1,166,152 20,423
2023-09-30 BF-B $1,198,797 20,780
2023-06-30 BF-B $1,396,569 20,913
2023-03-31 BF-B $1,345,749 20,939
2022-12-31 BF-B $1,395,831 21,252
2022-09-30 BF-B $1,442,904 21,675
2022-06-30 BF-B $1,513,702 21,575
2022-03-31 BF-B $1,525,576 22,763
2021-12-31 BF-B $1,709,587 23,464
2021-09-30 BF-B $1,591,353 23,748
2021-06-30 BF-B $1,853,266 24,730
2021-03-31 BF-B $1,692,109 24,534
2020-12-31 BF-B $2,230,553 28,082
2020-09-30 BF-B $2,157,390 28,643
2020-06-30 BF-B $1,900,123 29,848
2020-03-31 BF-B $1,728,414 31,137