Brown-Forman Corporation shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Brown-Forman Corporation (BF.B) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Brown-Forman Corporation
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Quarterly reported holdings in Brown-Forman Corporation by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 45k | 26.91 |
| 2025-03-31 | $1.5M | 44k | 33.94 |
| 2024-12-31 | $1.7M | 44k | 37.98 |
| 2024-09-30 | $2.2M | 45k | 49.20 |
| 2024-06-30 | $1.9M | 45k | 43.19 |
| 2024-03-31 | $303k | 5.9k | 51.62 |
| 2023-12-31 | $358k | 6.3k | 57.10 |
| 2023-09-30 | $354k | 6.1k | 57.69 |
| 2023-06-30 | $398k | 91k | 4.37 |
| 2023-03-31 | $2.9M | 91k | 31.51 |
| 2022-12-31 | $332k | 5.1k | 65.68 |
| 2022-06-30 | $471k | 6.7k | 70.19 |
| 2022-03-31 | $431k | 6.4k | 66.95 |
| 2021-06-30 | $518k | 6.9k | 75.01 |
| 2021-03-31 | $491k | 7.1k | 68.99 |
| 2020-12-31 | $554k | 7.0k | 79.39 |
| 2020-09-30 | $509k | 6.8k | 75.32 |
| 2020-06-30 | $439k | 6.9k | 63.60 |
| 2020-03-31 | $382k | 6.9k | 55.44 |
| 2019-12-31 | $479k | 7.1k | 67.56 |
| 2019-09-30 | $445k | 7.1k | 62.74 |