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First Foundation Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

First Foundation 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
2025
Q3 		– Sell
-6,000
Closed -$530K – 336
2025
Q2 		$530K Hold
6,000
– – 0.02% 234
2025
Q1 		$805K Buy
+6,000
New +$2.92M 0.03% 186

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Foundation Advisors's BRK.B Position: Q1 2026 in Review

First Foundation Advisors reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.53% in Q1 2026, selling an estimated $276K and leaving 105,303 shares worth $50.5M. The position accounts for 2.03% of the portfolio, ranked #12.

First Foundation Advisors first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $69M in Q1 2022. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • First Foundation Advisors held 105,303 shares of Berkshire Hathaway Class B worth $50.5M as of Q1 2026.
  • First Foundation Advisors sold 563 Berkshire Hathaway Class B shares in Q1 2026, an estimated $276K.
  • Berkshire Hathaway Class B made up 2.03% of First Foundation Advisors's portfolio in Q1 2026, its #12 holding.
  • First Foundation Advisors first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
  • First Foundation Advisors's Berkshire Hathaway Class B position peaked at $69M in Q1 2022.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.