Position in BF-B
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$213,386
-$39,301 QoQ
Shares Held
8,007
-16.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 444 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,405,577 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
139,241 | $11,192,191 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
8,007 | $213,386 |
All Filings in BF-B
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $213,386 | 8,007 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 BF-B | $252,687 | 9,557 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 BF-B | $420,790 | 16,147 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 BF-B | $352,148 | 13,004 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 BF-B | $671,672 | 19,790 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 BF-B | $496,664 | 13,077 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 BF-B | $1,541,190 | 31,325 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 BF-B | $659,856 | 15,278 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 BF-B | $382,170 | 6,693 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 BF-B | $242,556 | 3,693 | Shares | Defined | 2023-02-15 | |
| 2022-12-31 | $208,459 | 3,170 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 BF-B | $234,259 | 3,519 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $211,530 | 3,131 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 BF-B | $778,705 | 11,099 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $212,119 | 3,136 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 BF-B | $841,503 | 12,556 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 BF-B | $919,930 | 12,626 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $211,911 | 3,126 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 BF-B | $851,898 | 12,713 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 BF-B | $937,874 | 12,515 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $221,088 | 3,136 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 BF-B | $877,919 | 12,729 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 BF-B | $1,000,023 | 12,590 | Shares | Defined | 2021-02-17 | |
| 2020-12-31 | $229,667 | 3,126 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 BF-B | $950,237 | 12,616 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $219,226 | 3,192 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 BF-B | $802,625 | 12,608 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 BF-B | $702,090 | 12,648 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||