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BRK.B icon

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

Allworth Financial’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
Q1 		– Hold
0
– – – 553
2025
Q4 		– Hold
0
– – – 539
2025
Q3 		– Hold
0
– – – 522

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

Allworth Financial's BRK.B Position: Q1 2026 in Review

Allworth Financial increased its Berkshire Hathaway Class B (BRK.B) stake by 1.2% in Q1 2026, buying an estimated $987K and bringing the position to 166,696 shares worth $79.9M. The position accounts for 0.32% of the portfolio, ranked #46.

Allworth Financial first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $82.8M in Q4 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Allworth Financial held 166,696 shares of Berkshire Hathaway Class B worth $79.9M as of Q1 2026.
  • Allworth Financial bought 2,011 Berkshire Hathaway Class B shares in Q1 2026, an estimated $987K.
  • Berkshire Hathaway Class B made up 0.32% of Allworth Financial's portfolio in Q1 2026, its #46 holding.
  • Allworth Financial first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
  • Allworth Financial's Berkshire Hathaway Class B position peaked at $82.8M in Q4 2025.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.