Position in BF-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$401,714
+$131,454 QoQ
Shares Held
14,951
+46.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 444 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $7,465,977 across 4 Beverages - Wineries & Distilleries names. BF-B ranks #2 (5.4% of the industry book) .
All Filings in BF-B
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $275,667 | 10,344 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $126,047 | 4,607 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BF-B | $206,152 | 7,797 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $64,108 | 2,393 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BF-B | $168,216 | 6,455 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $6,419 | 244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BF-B | $168,762 | 6,232 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $6,539 | 243 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 BF-B | $155,216 | 5,768 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $6,894 | 251 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BF-B | $123,643 | 3,643 | Shares | Sole | 2025-05-28 | |
| 2025-03-31 | $4,049 | 121 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 BF-B | $108,432 | 2,855 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 BF-B | $133,085 | 2,705 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $528 | 11 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 BF-B | $35,717 | 827 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $485 | 11 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 BF-B | $76,802 | 1,195 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 BF-B | $158,879 | 2,419 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||