Position in BF-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$251,522
-$10,524 QoQ
Shares Held
9,438
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#298
of 444 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $696,746 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
5,539 | $445,224 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
9,438 | $251,522 |
All Filings in BF-B
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $251,522 | 9,438 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BF-B | $262,046 | 9,911 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 BF-B | $262,580 | 10,076 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 BF-B | $261,592 | 9,660 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 BF-B | $214,499 | 7,971 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 BF-B | $302,914 | 8,925 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 BF-B | $351,618 | 9,258 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||