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

Atomi Financial Group’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
Q4 		– Sell
-100
Closed -$50.3K – 1214
2025
Q3 		$50.3K Hold
100
– – ﹤0.01% 1160
2025
Q2 		$48.6K Hold
100
– – ﹤0.01% 1106
2025
Q1 		$53.3K Buy
+100
New +$48.6K ﹤0.01% 1028

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

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

Atomi Financial Group reduced its Berkshire Hathaway Class B (BRK.B) stake by 1.5% in Q1 2026, selling an estimated $458K and leaving 62,229 shares worth $29.8M. The position accounts for 0.91% of the portfolio, ranked #23.

Atomi Financial Group first reported a position in BRK.B in Q1 2023 and has held it in 13 quarters since. The position peaked at $31.8M in Q3 2025. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Atomi Financial Group held 62,229 shares of Berkshire Hathaway Class B worth $29.8M as of Q1 2026.
  • Atomi Financial Group sold 933 Berkshire Hathaway Class B shares in Q1 2026, an estimated $458K.
  • Berkshire Hathaway Class B made up 0.91% of Atomi Financial Group's portfolio in Q1 2026, its #23 holding.
  • Atomi Financial Group first reported a position in Berkshire Hathaway Class B in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Berkshire Hathaway Class B position peaked at $31.8M in Q3 2025.
  • 4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.