Back to BF-B
BEACON INVESTMENT ADVISORY SERVICES, INC. → BF-B
BEACON INVESTMENT ADVISORY SERVICES, INC. BF-B Position History
Brown-Forman Corporation • Manufacturing
Quarters held
6
Latest value
$977K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1M |
| Q4 2025 | $1M |
| Q1 2026 | $986K |
| Q2 2026 | $994K |
| Q3 2026 | $977K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $977K | 37.3K | — | — |
| Q2 2026 | $994K | 37.3K | — | — |
| Q1 2026 | $986K | 37.3K | — | — |
| Q4 2025 | $1M | 39.9K | — | — |
| Q4 2025 | $1M | 39.9K | — | — |
| Q3 2025 | $1.1M | 40.9K | — | — |
Other funds holding BF-B
$818.8M
$783.1M
$741.6M
$706.6M
$648.7M
$584.6M
$527.1M