SUCCESSION FINANCIAL, INC.’s Berkshire Hathaway Class B BRK.B Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$1.17M	Buy	+2,341	New	+$1.13M	1.11%	12

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s BRK.B Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 2,341 shares worth $1.17M. The stake represents 1.11% of the portfolio and ranks #12 among its holdings.

3,317 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 2,341 shares of Berkshire Hathaway Class B worth $1.17M as of Q2 2026.
Berkshire Hathaway Class B was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Berkshire Hathaway Class B made up 1.11% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #12 holding.
3,317 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.