CAPTRUST Financial Advisors
BRK.B icon

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

CAPTRUST Financial Advisors’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
Q1 		$719K Buy
+1,500
New +$736K ﹤0.01% 1791

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

CAPTRUST Financial Advisors's BRK.B Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 20% in Q1 2026, buying an estimated $83.9M and bringing the position to 1,010,888 shares worth $484M. The position accounts for 0.85% of the portfolio, ranked #23.

CAPTRUST Financial Advisors first reported a position in BRK.B in Q3 2017 and has held it in 35 quarters since. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • CAPTRUST Financial Advisors held 1,010,888 shares of Berkshire Hathaway Class B worth $484M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 170,898 Berkshire Hathaway Class B shares in Q1 2026, an estimated $83.9M.
  • Berkshire Hathaway Class B made up 0.85% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • CAPTRUST Financial Advisors first reported a position in Berkshire Hathaway Class B in Q3 2017 and has held it in 35 quarters since.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.