Steward Partners Investment Advisory, LLC

Position in BF-B — Brown Forman Corp

CIK 1723397 STAMFORD, CT

Back to BF-B Full portfolio

Position in BF-B

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$221,976

+$63,101 QoQ

Shares Held

8,263

+37.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#312

of 444 holders

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

Steward Partners Investment Advisory, LLC holds $727,477 across 4 Beverages - Wineries & Distilleries names. BF-B ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC	6,131	$492,809
2	BF-B	Brown Forman Corp This page	8,263	$221,976
3	WVVI	Willamette Valley Vineyards Inc	5,049	$12,672
4	SNDL	SNDL Inc.	15	$20

All Filings in BF-B

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31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BF-B	$153,877	5,774	+1.1%	Shares	Sole	2026-08-13
2026-06-30	$68,099	2,489	+743.7%	Shares	Sole	2026-08-13
2026-03-31 BF-B	$150,972	5,710	-80.5%	Shares	Sole	2026-05-08
2026-03-31	$7,903	295	+96.7%	Shares	Sole	2026-05-08
2025-12-31 BF-B	$761,186	29,209	-4.3%	Shares	Sole	2026-02-12
2025-09-30 BF-B	$826,102	30,506	-1.4%	Shares	Sole	2025-11-12
2025-06-30 BF-B	$832,433	30,934	+15.4%	Shares	Sole	2025-08-12
2025-03-31 BF-B	$909,456	26,796	+9.4%	Shares	Sole	2025-05-13
2024-12-31 BF-B	$930,168	24,491	+4.5%	Shares	Sole	2025-02-06
2024-09-30 BF-B	$1,152,559	23,426	+1.1%	Shares	Sole	2024-11-14
2024-06-30 BF-B	$1,000,885	23,174	+5.0%	Shares	Sole	2024-08-08
2024-03-31 BF-B	$1,139,563	22,076	-6.8%	Shares	Sole	2024-05-15
2023-12-31 BF-B	$1,353,212	23,699	+0.9%	Shares	Sole	2024-02-12
2023-09-30 BF-B	$1,355,657	23,499	+8.7%	Shares	Sole	2023-11-13
2023-06-30 BF-B	$1,444,050	21,624	+2.3%	Shares	Sole	2023-08-14
2023-03-31 BF-B	$1,357,960	21,129	+3.1%	Shares	Sole	2023-05-15
2022-12-31 BF-B	$1,346,308	20,498	+0.1%	Shares	Sole	2023-02-15
2022-12-31	$9,864	150	0.0%	Shares	Sole	2023-02-15
2022-09-30 BF-B	$1,363,553	20,483	+1.2%	Shares	Sole	2022-11-10
2022-09-30	$10,134	150	-25.0%	Shares	Sole	2022-11-10
2022-06-30 BF-B	$1,420,669	20,249	+2.4%	Shares	Sole	2022-08-04
2022-03-31 BF-B	$1,325,253	19,774	+7.7%	Shares	Sole	2022-05-02
2021-12-31 BF-B	$1,337,272	18,354	+2.7%	Shares	Sole	2022-02-08
2021-09-30 BF-B	$1,198,071	17,879	+5.9%	Shares	Sole	2021-11-12
2021-06-30 BF-B	$1,265,137	16,882	+0.7%	Shares	Sole	2021-08-13
2021-03-31 BF-B	$1,156,488	16,768	+1.3%	Shares	Sole	2021-05-14
2020-12-31 BF-B	$1,315,281	16,559	-2.7%	Shares	Sole	2021-02-11
2020-09-30 BF-B	$1,281,946	17,020	+5.4%	Shares	Sole	2020-10-30
2020-06-30 BF-B	$1,027,599	16,142	+19.5%	Shares	Sole	2020-08-06
2020-03-31 BF-B	$749,662	13,505	—	Shares	Sole	2020-04-29
2020-03-31	$10,276	200	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.