Position in BF-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,628,702
-$30,157 QoQ
Shares Held
98,638
-1.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#129
of 444 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 48%
None 52%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Regal Investment Advisors LLC holds $2,628,702 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
|
98,638 | $2,628,702 |
All Filings in BF-B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $2,628,702 | 98,638 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BF-B | $2,658,859 | 100,562 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 BF-B | $1,314,935 | 50,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BF-B | $1,252,152 | 46,239 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 BF-B | $1,269,129 | 47,162 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||