Broadway Wealth Solutions’s Berkshire Hathaway Class B BRK.B Stock Holding History

Broadway Wealth Solutions’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 Q3	$315K	Buy	+633	New	+$319K	0.14%	67

Other funds holding BRK.B

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Broadway Wealth Solutions's BRK.B Position: Q3 2026 in Review

Broadway Wealth Solutions opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 633 shares worth $315K. The stake represents 0.14% of the portfolio and ranks #67 among its holdings.

3,504 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

Broadway Wealth Solutions held 633 shares of Berkshire Hathaway Class B worth $315K as of Q3 2026.
Berkshire Hathaway Class B was a new Broadway Wealth Solutions position in Q3 2026.
Berkshire Hathaway Class B made up 0.14% of Broadway Wealth Solutions's portfolio in Q3 2026, its #67 holding.
3,504 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.