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Copper Harbor Investment Advisors, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$656K Buy
+1,311
New +$630K 0.14% 64

Other funds holding BRK.B

Assenagon Asset Management
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TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Copper Harbor Investment Advisors, LLC's BRK.B Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 1,311 shares worth $656K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings.

1,715 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 1,311 shares of Berkshire Hathaway Class B worth $656K as of Q2 2026.
  • Berkshire Hathaway Class B was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Berkshire Hathaway Class B made up 0.14% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #64 holding.
  • 1,715 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.