Position in BF-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,945
+$941 QoQ
Shares Held
73
+92.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 444 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $33,695 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
395 | $31,750 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
73 | $1,945 |
All Filings in BF-B
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $1,945 | 73 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BF-B | $1,004 | 38 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 BF-B | $3,752 | 144 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 BF-B | $1,462 | 54 | Shares | Sole | 2025-11-21 | |
| 2025-09-30 | $215 | 8 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 BF-B | $2,448 | 91 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $219 | 8 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BF-B | $3,088 | 91 | Shares | Sole | 2025-05-16 | |
| 2025-03-31 | $267 | 8 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 BF-B | $6,342 | 167 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $301 | 8 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 BF-B | $9,348 | 190 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $384 | 8 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BF-B | $9,156 | 212 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $353 | 8 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 BF-B | $9,807 | 190 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $423 | 8 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 BF-B | $10,849 | 190 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $476 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BF-B | $11,422 | 198 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $4,531 | 78 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BF-B | $13,222 | 198 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $5,309 | 78 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 BF-B | $13,239 | 206 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $8,539 | 131 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 BF-B | $13,530 | 206 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $11,179 | 170 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 BF-B | $14,245 | 214 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $13,984 | 207 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 BF-B | $15,505 | 221 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $9,740 | 144 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 BF-B | $18,652 | 256 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $3,931 | 58 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BF-B | $15,680 | 234 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $4,449 | 71 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||