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Edge Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Edge Financial Advisors’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
2024
Q2 		– Sell
-2
Closed -$496 – 92
2024
Q1 		$496 Buy
+2
New +$787 ﹤0.01% 132

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edge Financial Advisors's BRK.B Position: Q4 2025 in Review

Edge Financial Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 2.7% in Q4 2025, buying an estimated $10.4K and bringing the position to 792 shares worth $398K. The position accounts for 0.17% of the portfolio, ranked #104.

Edge Financial Advisors first reported a position in BRK.B in Q1 2024 and has held it in 8 quarters since. The position peaked at $578K in Q1 2024. 4,879 funds tracked by Wall St. Rank hold BRK.B as of Q4 2025.

  • Edge Financial Advisors held 792 shares of Berkshire Hathaway Class B worth $398K as of Q4 2025.
  • Edge Financial Advisors bought 21 Berkshire Hathaway Class B shares in Q4 2025, an estimated $10.4K.
  • Berkshire Hathaway Class B made up 0.17% of Edge Financial Advisors's portfolio in Q4 2025, its #104 holding.
  • Edge Financial Advisors first reported a position in Berkshire Hathaway Class B in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's Berkshire Hathaway Class B position peaked at $578K in Q1 2024.
  • 4,879 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.