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Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

BF.B holding history

Brown Forman Corp in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BF.B overviewAll 13F holders of BF.BFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2023
Holdings of BF.B by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−8,616−100.0%Sold outHolders
Q3 20238,616$497.1K0.1%+1,391+19.3%AddedHolders
Q2 20237,225$482.5K0.1%+2,814+63.8%AddedHolders
Q1 20234,411$283.5K0.1%+4,411NewHolders