Wavvest Wealth LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Wavvest Wealth 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	$1.04M	Buy	+2,086	New	+$1.05M	0.84%	34

Other funds holding BRK.B

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

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wavvest Wealth LLC's BRK.B Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 2,086 shares worth $1.04M. The stake represents 0.84% of the portfolio and ranks #34 among its holdings.

1,950 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

Wavvest Wealth LLC held 2,086 shares of Berkshire Hathaway Class B worth $1.04M as of Q3 2026.
Berkshire Hathaway Class B was a new Wavvest Wealth LLC position in Q3 2026.
Berkshire Hathaway Class B made up 0.84% of Wavvest Wealth LLC's portfolio in Q3 2026, its #34 holding.
1,950 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.