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

Carr 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
2026
Q1 		– Sell
-200
Closed -$101K – 179
2025
Q4 		$101K Buy
+200
New +$99.5K 0.03% 178

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

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

Carr Financial Group reduced its Berkshire Hathaway Class B (BRK.B) stake by 29% in Q1 2026, selling an estimated $285K and leaving 1,410 shares worth $676K. The position accounts for 0.18% of the portfolio, ranked #84.

Carr Financial Group first reported a position in BRK.B in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2025. 4,852 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Carr Financial Group held 1,410 shares of Berkshire Hathaway Class B worth $676K as of Q1 2026.
  • Carr Financial Group sold 581 Berkshire Hathaway Class B shares in Q1 2026, an estimated $285K.
  • Berkshire Hathaway Class B made up 0.18% of Carr Financial Group's portfolio in Q1 2026, its #84 holding.
  • Carr Financial Group first reported a position in Berkshire Hathaway Class B in Q4 2022 and has held it in 14 quarters since.
  • Carr Financial Group's Berkshire Hathaway Class B position peaked at $1.02M in Q3 2025.
  • 4,852 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.