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Foundation Wealth Management (Pennsylvania)’s Berkshire Hathaway Class B BRK.B Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$287K Buy
+574
New +$276K 0.09% 85

Other funds holding BRK.B

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s BRK.B Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 574 shares worth $287K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

2,730 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 574 shares of Berkshire Hathaway Class B worth $287K as of Q2 2026.
  • Berkshire Hathaway Class B was a new Foundation Wealth Management (Pennsylvania) position in Q2 2026.
  • Berkshire Hathaway Class B made up 0.09% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #85 holding.
  • 2,730 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.