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Seven Hills Financial, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Seven Hills 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 		$771K Buy
+1,548
New +$781K 0.47% 34

Other funds holding BRK.B

TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Seven Hills Financial, LLC's BRK.B Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 1,548 shares worth $771K. The stake represents 0.47% of the portfolio and ranks #34 among its holdings.

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

  • Seven Hills Financial, LLC held 1,548 shares of Berkshire Hathaway Class B worth $771K as of Q3 2026.
  • Berkshire Hathaway Class B was a new Seven Hills Financial, LLC position in Q3 2026.
  • Berkshire Hathaway Class B made up 0.47% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #34 holding.
  • 444 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

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