COMPASS FINANCIAL MANAGEMENT LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$4.83M	Buy	+9,435	New	+$4.54M	0.58%	38

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

COMPASS FINANCIAL MANAGEMENT LLC's BRK.B Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 9,435 shares worth $4.83M. The stake represents 0.58% of the portfolio and ranks #38 among its holdings.

4,021 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 9,435 shares of Berkshire Hathaway Class B worth $4.83M as of Q2 2026.
Berkshire Hathaway Class B was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Berkshire Hathaway Class B made up 0.58% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #38 holding.
4,021 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.