ARC
BRK.B icon

Advisor Resource Council’s Berkshire Hathaway Class B BRK.B Stock Holding History

Advisor Resource Council’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
2025
Q3 		– Sell
-1,200
Closed -$583K – 61
2025
Q2 		$583K Hold
1,200
– – 0.23% 70
2025
Q1 		$4 Buy
+1,200
New +$583K ﹤0.01% 595
2024
Q4 		– Sell
-400
Closed -$1.69K – 98
2024
Q3 		$1.69K Buy
+400
New +$177K ﹤0.01% 244

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Resource Council's BRK.B Position: Q1 2026 in Review

Advisor Resource Council increased its Berkshire Hathaway Class B (BRK.B) stake by 3.5% in Q1 2026, buying an estimated $75.6K and bringing the position to 4,544 shares worth $2.18M. The position accounts for 0.7% of the portfolio, ranked #22.

Advisor Resource Council first reported a position in BRK.B in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.66M in Q1 2025. 4,852 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Advisor Resource Council held 4,544 shares of Berkshire Hathaway Class B worth $2.18M as of Q1 2026.
  • Advisor Resource Council bought 154 Berkshire Hathaway Class B shares in Q1 2026, an estimated $75.6K.
  • Berkshire Hathaway Class B made up 0.7% of Advisor Resource Council's portfolio in Q1 2026, its #22 holding.
  • Advisor Resource Council first reported a position in Berkshire Hathaway Class B in Q2 2021 and has held it in 19 quarters since.
  • Advisor Resource Council's Berkshire Hathaway Class B position peaked at $9.66M in Q1 2025.
  • 4,852 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.