Bank of Montreal’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bank of Montreal’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 Q2	$2.6M	Sell	5,200 -2,900	-36%	-$1.39M	﹤0.01%	1629
2026 Q1	$3.88M	Buy	+8,100	New	+$3.98M	﹤0.01%	1407
2023 Q2	–	Sell	-200	Closed	-$61.8K	–	3987
2023 Q1	$61.8K	Buy	+200	New	+$61.6K	﹤0.01%	3336
2019 Q3	–	Sell	-7,500	Closed	-$1.6M	–	4732
2019 Q2	$1.6M	Sell	7,500 -400	-5%	-$82.8K	﹤0.01%	1823
2019 Q1	$1.59M	Buy	+7,900	New	+$1.59M	﹤0.01%	1800

Other funds holding BRK.B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of Montreal's BRK.B Position: Q2 2026 in Review

Bank of Montreal increased its Berkshire Hathaway Class B (BRK.B) stake by 4.5% in Q2 2026, buying an estimated $53.7M and bringing the position to 2,612,621 shares worth $1.31B. The position accounts for 0.43% of the portfolio, ranked #50.

Bank of Montreal first reported a position in BRK.B in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.61B in Q3 2024. 3,960 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Bank of Montreal held 2,612,621 shares of Berkshire Hathaway Class B worth $1.31B as of Q2 2026.
Bank of Montreal bought 111,767 Berkshire Hathaway Class B shares in Q2 2026, an estimated $53.7M.
Berkshire Hathaway Class B made up 0.43% of Bank of Montreal's portfolio in Q2 2026, its #50 holding.
Bank of Montreal first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Berkshire Hathaway Class B position peaked at $1.61B in Q3 2024.
3,960 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.