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Equibles

Allworth Financial LP

Position in BF-B — Brown Forman Corp

CIK 1555170 FOLSOM, CA
Back to BF-B Full portfolio

Position in BF-B

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$62,926
+$2,470 QoQ
Shares Held
2,349
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026

Allworth Financial LP holds $341,888 across 5 Beverages - Wineries & Distilleries names. BF-B ranks #2 (18.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DEO
Diageo PLC
 3,349 $269,192
2 BF-B
Brown Forman Corp
This page 		2,349 $62,926
3 MGPI
Mgp Ingredients Inc
 355 $6,219
4 WVVI
Willamette Valley Vineyards Inc
 877 $2,201
5 SNDL
SNDL Inc.
 1,000 $1,350

All Filings in BF-B

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $50,341 1,889
2026-03-31 $55,206 2,088
2025-12-31 $94,180 3,614
2025-09-30 $100,737 3,720
2025-06-30 $46,581 1,731
2025-03-31 $87,904 2,590
2024-12-31 $58,489 1,540
2024-09-30 $75,571 1,536
2024-06-30 $78,562 1,819
2024-03-31 $77,378 1,499
2023-12-31 $100,267 1,756
2023-09-30 $36,344 630
2023-06-30 $36,194 542
2023-03-31 $300,462 4,675
2022-12-31 $303,507 4,621
2022-09-30 $375,920 5,647
2022-06-30 $258,609 3,686
2022-03-31 $234,637 3,501
2021-12-31 $289,691 3,976
2021-09-30 $233,395 3,483
2021-06-30 $261,016 3,483
2021-03-31 $240,222 3,483
2020-12-31 $276,654 3,483
2020-09-30 $262,339 3,483
2020-06-30 $221,727 3,483
2020-03-31 $193,341 3,483