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

Cooper 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
Q2 		$701K Buy
+1,400
New +$673K 0.06% 217

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Cooper Financial Group's BRK.B Position: Q2 2026 in Review

Cooper Financial Group reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.44% in Q2 2026, selling an estimated $44.2K and leaving 20,726 shares worth $10.4M. The position accounts for 0.86% of the portfolio, ranked #23.

Cooper Financial Group first reported a position in BRK.B in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.7M in Q1 2025. 849 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Cooper Financial Group held 20,726 shares of Berkshire Hathaway Class B worth $10.4M as of Q2 2026.
  • Cooper Financial Group sold 92 Berkshire Hathaway Class B shares in Q2 2026, an estimated $44.2K.
  • Berkshire Hathaway Class B made up 0.86% of Cooper Financial Group's portfolio in Q2 2026, its #23 holding.
  • Cooper Financial Group first reported a position in Berkshire Hathaway Class B in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's Berkshire Hathaway Class B position peaked at $10.7M in Q1 2025.
  • 849 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.