CWS
BRK.B icon

Cypress Wealth Services’s Berkshire Hathaway Class B BRK.B Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-11,936
Closed -$2.54M – 315
2020
Q3 		$2.54M Buy
+11,936
New +$2.44M 0.65% 39

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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cypress Wealth Services's BRK.B Position: Q2 2026 in Review

Cypress Wealth Services reduced its Berkshire Hathaway Class B (BRK.B) stake by 2.9% in Q2 2026, selling an estimated $156K and leaving 10,983 shares worth $5.5M. The position accounts for 0.67% of the portfolio, ranked #37.

Cypress Wealth Services first reported a position in BRK.B in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.91M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Cypress Wealth Services held 10,983 shares of Berkshire Hathaway Class B worth $5.5M as of Q2 2026.
  • Cypress Wealth Services sold 325 Berkshire Hathaway Class B shares in Q2 2026, an estimated $156K.
  • Berkshire Hathaway Class B made up 0.67% of Cypress Wealth Services's portfolio in Q2 2026, its #37 holding.
  • Cypress Wealth Services first reported a position in Berkshire Hathaway Class B in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Berkshire Hathaway Class B position peaked at $5.91M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.