POINCIANA ADVISORS GROUP, LLC BF/A — BROWN FORMAN CORP

Ownership history in POINCIANA ADVISORS GROUP, LLC  ·  5 quarters on record

AI Ownership Summary

POINCIANA ADVISORS GROUP, LLC reported BROWN FORMAN CORP (BF/A) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.99% in 2024 Q4. The latest visible filing shows BF/A at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BF/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POINCIANA ADVISORS GROUP, LLC's position in BROWN FORMAN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BF/A was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.99% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BF/A stock page POINCIANA ADVISORS GROUP, LLC fund profile POINCIANA ADVISORS GROUP, LLC full holdings
How POINCIANA ADVISORS GROUP, LLC held BF/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 52,325 -6 -0.0% 1.09% $1.4M 2026-02-09 $29.70
2025 Q3 REDUCED — — — 52,331 -242 -0.5% 1.19% $1.4M 2025-10-31 $26.67
2025 Q2 REDUCED — — — 52,573 -57,020 -52.0% 1.30% $1.4M 2025-07-17 $28.39
2025 Q1 REDUCED — — — 109,593 -47,239 -30.1% 3.80% $3.7M 2025-04-30 $33.50
2024 Q4 INITIATED — — — 156,832 — — 5.99% $5.9M 2025-02-10 $30.29

🏢 Other funds also holding BF/A

As of 2026 Q1 — sorted by position size

Kessler Investment Group, LLC 3Y 7Y 4.02% Lindsell Train Ltd 3Y 7Y 2.21% GRACE & WHITE INC /NY 3Y 7Y 0.52% GARDNER RUSSO & QUINN LLC 3Y 7Y 0.52% True Vision MN LLC 0.37% SCHULHOFF & CO INC 3Y 7Y 0.35% Maxi Investments CY Ltd 3Y 0.3% Bronte Capital Management Pty Ltd. 3Y 7Y 0.27% Kennon-Green & Company, LLC 3Y 0.27% HARVEY INVESTMENT CO LLC 3Y 7Y 0.25%

FAQ About POINCIANA ADVISORS GROUP, LLC and BF/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has POINCIANA ADVISORS GROUP, LLC reported owning BF/A?

POINCIANA ADVISORS GROUP, LLC reported BF/A across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BF/A position in POINCIANA ADVISORS GROUP, LLC's portfolio?

The largest reported portfolio weight for BF/A was 5.99% in 2024 Q4.

What is the latest reported BF/A position on this page?

The most recent filing on this page is 2025 Q4, when POINCIANA ADVISORS GROUP, LLC reported 52,325 shares, equal to 1.09% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BF/A ownership page compare?

The chart compares POINCIANA ADVISORS GROUP, LLC's quarterly BF/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did POINCIANA ADVISORS GROUP, LLC time their BF/A position?

Based on 13F filing dates vs. subsequent BF/A price moves, POINCIANA ADVISORS GROUP, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BF/A relative to SPY over the holding period was -15.6%.

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