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BFC Planning, Inc.’s Berkshire Hathaway Class B BRK.B Stock Holding History

BFC Planning, 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 		$11.1M Sell
22,153
-24,707
-53% -$11.9M 0.45% 40
2026
Q1 		$22.5M Buy
46,860
+571
+1% +$280K 1% 11
2025
Q4 		$23.3M Buy
46,289
+22,572
+95% +$11.2M 1.03% 9
2025
Q3 		$11.9M Sell
23,717
-1,465
-6% -$710K 0.86% 18
2025
Q2 		$12.2M Buy
25,182
+4,328
+21% +$2.2M 0.96% 15
2025
Q1 		$11.1M Buy
20,854
+208
+1% +$101K 0.98% 14
2024
Q4 		$9.36M Buy
+20,646
New +$9.5M 0.78% 19

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFC Planning, Inc.'s BRK.B Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Berkshire Hathaway Class B (BRK.B) stake by 53% in Q2 2026, selling an estimated $11.9M and leaving 22,153 shares worth $11.1M. The position accounts for 0.45% of the portfolio, ranked #40.

BFC Planning, Inc. first reported a position in BRK.B in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.3M in Q4 2025. 4,951 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • BFC Planning, Inc. held 22,153 shares of Berkshire Hathaway Class B worth $11.1M as of Q2 2026.
  • BFC Planning, Inc. sold 24,707 Berkshire Hathaway Class B shares in Q2 2026, an estimated $11.9M.
  • Berkshire Hathaway Class B made up 0.45% of BFC Planning, Inc.'s portfolio in Q2 2026, its #40 holding.
  • BFC Planning, Inc. first reported a position in Berkshire Hathaway Class B in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Berkshire Hathaway Class B position peaked at $23.3M in Q4 2025.
  • 4,951 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.