Scheeler Financial LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Scheeler Financial LLC’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.63M	Buy	+7,280	New	+$3.67M	2.74%	8

Other funds holding BRK.B

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Scheeler Financial LLC's BRK.B Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 7,280 shares worth $3.63M. The stake represents 2.74% of the portfolio and ranks #8 among its holdings.

361 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

Scheeler Financial LLC held 7,280 shares of Berkshire Hathaway Class B worth $3.63M as of Q3 2026.
Berkshire Hathaway Class B was a new Scheeler Financial LLC position in Q3 2026.
Berkshire Hathaway Class B made up 2.74% of Scheeler Financial LLC's portfolio in Q3 2026, its #8 holding.
361 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.