Number of Shares
13,297
Previous 12,894 3.13%
Holding current value
$1.29 Billion
Previous $937 Million 38.08%
% of portfolio
0.51%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025

BUY
N/A
403 Added 3.13%
13,297 $1.29 Billion
Q1 2025

May 12, 2025

BUY
N/A
720 Added 5.91%
12,894 $937 Million
Q4 2024

Feb 04, 2025

BUY
N/A
12,174 New
12,174 $879 Million
Track This Portfolio

Track Brown Financial Advisors Portfolio

Follow Brown Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisors with notifications on news.