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

AtlasMark 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
2023 Q2	$435K	Hold	1,275	–	–	0.53%	29
2023 Q1	$394K	Buy	+1,275	New	+$393K	0.52%	30
2022 Q3	$340K	Hold	1,275	–	–	0.51%	31
2022 Q2	$348K	Hold	1,275	–	–	0.5%	31
2022 Q1	$450K	Hold	1,275	–	–	0.58%	28
2021 Q4	$381K	Hold	1,275	–	–	0.46%	32
2021 Q3	$348K	Hold	1,275	–	–	0.47%	32
2021 Q2	$354K	Hold	1,275	–	–	0.46%	32
2021 Q1	$326K	Hold	1,275	–	–	0.46%	32
2020 Q4	$296K	Hold	1,275	–	–	0.45%	33
2020 Q3	$271K	Hold	1,275	–	–	0.47%	34
2020 Q2	$228K	Hold	1,275	–	–	0.45%	34
2020 Q1	$233K	Hold	1,275	–	–	0.58%	32
2019 Q4	$289K	Hold	1,275	–	–	0.66%	31
2019 Q3	$265K	Buy	+1,275	New	+$263K	0.66%	31

Other funds holding BRK.B

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AtlasMark Financial's BRK.B Position: Q2 2023 in Review

AtlasMark Financial held its Berkshire Hathaway Class B (BRK.B) position steady in Q2 2023 at 1,275 shares worth $435K. The position accounts for 0.53% of the portfolio, ranked #29.

AtlasMark Financial first reported a position in BRK.B in Q3 2019 and has held it in 15 quarters since. The position peaked at $450K in Q1 2022. 3,604 funds tracked by Wall St. Rank hold BRK.B as of Q2 2023.

AtlasMark Financial held 1,275 shares of Berkshire Hathaway Class B worth $435K as of Q2 2023.
AtlasMark Financial left its Berkshire Hathaway Class B share count unchanged in Q2 2023.
Berkshire Hathaway Class B made up 0.53% of AtlasMark Financial's portfolio in Q2 2023, its #29 holding.
AtlasMark Financial first reported a position in Berkshire Hathaway Class B in Q3 2019 and has held it in 15 quarters since.
AtlasMark Financial's Berkshire Hathaway Class B position peaked at $450K in Q1 2022.
3,604 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2023.

Based on AtlasMark Financial's 13F filing for Q2 2023, filed 22 Apr 2026.