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Brown-Forman Corporation shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Brown-Forman Corporation (BF.B) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Brown-Forman Corporation

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All positions including Brown-Forman Corporation held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown-Forman Corporation by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $286k 5.0k 57.10
2023-09-30 $316k 5.5k 57.69
2023-06-30 $375k 5.6k 66.78
2020-12-31 $641k 8.1k 79.38

More positions owned by Sound Financial Strategies Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Tr Kfa Mount Lucas (KMLM)
Timothy Plan High Dividend (TPHE)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Div Grwth (DGRO)
Sherwin-Williams Company (SHW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Pentair SHS (PNR)
Caterpillar (CAT)
Clorox Company (CLX)
A. O. Smith Corporation (AOS)

View all positions for Sound Financial Strategies Group

Top funds holding Brown-Forman Corporation

Vanguard Group
Principal Financial Group
Wells Fargo & Company
Legal & General Group
Norges Bank Investment Management
Goldman Sachs Group
Alecta Pensionsforsakring, Omsesidigt
Franklin Resources
Wellington Management Company
Charles Schwab Investment Management
Bank of New York Mellon
Henderson Group
Ubs Global Asset Management Americas
Dimensional Fund Advisors
Douglass Winthrop Advisors

View all funds holding Brown-Forman Corporation