GER Loftin Wealth Advisors LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

GER Loftin Wealth Advisors 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 Q3	$3.32M	Buy	+6,663	New	+$3.36M	1.06%	25

Other funds holding BRK.B

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's BRK.B Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 6,663 shares worth $3.32M. The stake represents 1.06% of the portfolio and ranks #25 among its holdings.

3,860 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

GER Loftin Wealth Advisors LLC held 6,663 shares of Berkshire Hathaway Class B worth $3.32M as of Q3 2026.
Berkshire Hathaway Class B was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Berkshire Hathaway Class B made up 1.06% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #25 holding.
3,860 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.