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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Berkshire Hathaway Class B BRK.B Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$3.36M Sell
6,721
-73
-1% -$35.1K 0.91% 17
2026
Q1 		$3.26M Sell
6,794
-2
-0% -$982 0.97% 17
2025
Q4 		$3.42M Sell
6,796
-141
-2% -$70.2K 1.01% 16
2025
Q3 		$3.49M Sell
6,937
-12
-0.2% -$5.81K 1.1% 15
2025
Q2 		$3.38M Sell
6,949
-442
-6% -$224K 1.13% 15
2025
Q1 		$3.94M Buy
7,391
+114
+2% +$55.4K 1.46% 13
2024
Q4 		$3.3M Buy
7,277
+291
+4% +$134K 1.32% 13
2024
Q3 		$3.22M Buy
6,986
+183
+3% +$80.9K 1.65% 11
2024
Q2 		$2.77M Sell
6,803
-71
-1% -$29K 1.59% 13
2024
Q1 		$2.89M Sell
6,874
-14
-0.2% -$5.51K 1.9% 11
2023
Q4 		$2.46M Sell
6,888
-35
-0.5% -$12.3K 1.55% 14
2023
Q3 		$2.43M Buy
6,923
+4,638
+203% +$1.65M 1.75% 12
2023
Q2 		$2.36M Sell
2,285
-4,565
-67% -$1.49M 1.75% 13
2023
Q1 		$2.12M Sell
6,850
-30
-0.4% -$9.24K 1.67% 14
2022
Q4 		$2.13M Buy
+6,880
New +$2.04M 1.82% 12

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BRK.B Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Berkshire Hathaway Class B (BRK.B) stake by 1.1% in Q2 2026, selling an estimated $35.1K and leaving 6,721 shares worth $3.36M. The position accounts for 0.91% of the portfolio, ranked #17.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BRK.B in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.94M in Q1 2025. 3,317 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,721 shares of Berkshire Hathaway Class B worth $3.36M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 73 Berkshire Hathaway Class B shares in Q2 2026, an estimated $35.1K.
  • Berkshire Hathaway Class B made up 0.91% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #17 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Berkshire Hathaway Class B in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Berkshire Hathaway Class B position peaked at $3.94M in Q1 2025.
  • 3,317 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.