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Root Financial Partners, LLC

Position in BF-B — Brown Forman Corp

CIK 1977181 ENCINITAS, CA

Position in BF-B

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$159,482
+$17,920 QoQ
Shares Held
6,030
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

All Filings in BF-B

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 BF-B $155,652 5,887
2026-03-31 $3,830 143
2025-12-31 BF-B $141,036 5,412
2025-12-31 $526 20
2025-09-30 BF-B $140,734 5,197
2025-09-30 $565 21