Transamerica Financial Advisors, LLC
Position in BF-B — Brown Forman Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in BF-B
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$142,184
+$9,842 QoQ
Shares Held
5,335
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 444 holders
Holding Since
Jun 2022
14 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, 2026Transamerica Financial Advisors, LLC holds $331,800 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
2,359 | $189,616 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
5,335 | $142,184 |
All Filings in BF-B
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $141,884 | 5,324 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $300 | 11 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 BF-B | $131,539 | 4,975 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $803 | 30 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BF-B | $120,214 | 4,613 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $394 | 15 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BF-B | $100,764 | 3,721 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $861 | 32 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BF-B | $45,504 | 1,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BF-B | $44,257 | 1,304 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 BF-B | $7 | 162 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 BF-B | $3,886 | 79 | Shares | Sole | 2024-11-13 | |
| 2023-09-30 BF-B | $12,403 | 215 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $41,134 | 708 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 BF-B | $14,357 | 215 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $48,193 | 708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BF-B | $13,818 | 215 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $46,154 | 708 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BF-B | $14,121 | 215 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $46,558 | 708 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BF-B | $14,312 | 215 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $47,832 | 708 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BF-B | $15,084 | 215 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $47,889 | 708 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||