Position in BF-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,179
-$23,726 QoQ
Shares Held
1,695
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 444 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026UMB Bank, n.a. holds $427,706 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
4,759 | $382,527 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
1,695 | $45,179 |
All Filings in BF-B
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $44,851 | 1,683 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $328 | 12 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 BF-B | $68,584 | 2,594 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $321 | 12 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BF-B | $65,097 | 2,498 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $1,026 | 39 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BF-B | $62,690 | 2,315 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $1,049 | 39 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 BF-B | $34,606 | 1,286 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 BF-B | $33,667 | 992 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 BF-B | $65,211 | 1,717 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 BF-B | $27,109 | 551 | Shares | Defined | 2024-10-09 | |
| 2024-09-30 | $7,115 | 148 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 BF-B | $44,960 | 1,041 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 BF-B | $54,097 | 1,048 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 BF-B | $63,552 | 1,113 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 BF-B | $114,629 | 1,987 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 BF-B | $174,428 | 2,612 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 BF-B | $257,208 | 4,002 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 BF-B | $367,610 | 5,597 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 BF-B | $573,766 | 8,619 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 BF-B | $1,032,684 | 14,719 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 BF-B | $1,037,067 | 15,474 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 BF-B | $1,214,721 | 16,672 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 BF-B | $585,599 | 8,739 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 BF-B | $813,023 | 10,849 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 BF-B | $1,046,757 | 15,177 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 BF-B | $13,452,185 | 169,359 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 BF-B | $13,259,407 | 176,041 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 BF-B | $11,206,769 | 176,041 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 BF-B | $9,843,976 | 177,337 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||