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Brown-Forman Corporation shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Brown-Forman Corporation (BF.B) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Brown-Forman Corporation

Tip: Access up to 7 years of quarterly data

All positions including Brown-Forman Corporation held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown-Forman Corporation by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $370k 14k 26.06

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View all positions for Summit Wealth & Retirement Planning

Top funds holding Brown-Forman Corporation

Vanguard Group
FMR
BlackRock
Van Eck Associates Corp.
State Street Corporation
Invesco
ProShare Advisors
Geode Capital Management
Black Creek Investment Management
Charles Schwab Investment Management
Goldman Sachs Group
UBS Group
Bank of New York Mellon
Equity Investment Corp Acquisition
D. E. Shaw & Co

View all funds holding Brown-Forman Corporation