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Brown-Forman Corporation shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Brown-Forman Corporation (BF.B) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Brown-Forman Corporation

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All positions including Brown-Forman Corporation held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown-Forman Corporation by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 7.9k 27.08
2025-06-30 $286k 11k 26.91
2024-12-31 $413k 11k 37.98

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View all positions for Sax Wealth Advisors

Top funds holding Brown-Forman Corporation

Vanguard Group
FMR
BlackRock
State Street Corporation
Invesco
Van Eck Associates Corp.
Morgan Stanley
Geode Capital Management
ProShare Advisors
Charles Schwab Investment Management
Black Creek Investment Management
UBS Group
Equity Investment Corp Acquisition
Wells Fargo & Company
Goldman Sachs Group

View all funds holding Brown-Forman Corporation