GSWM
BRK.A icon

Golden State Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Golden State Wealth Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$749K Buy
+1
New +$721K 0.07% 227

Other funds holding BRK.A

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Golden State Wealth Management's BRK.A Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Berkshire Hathaway Class A (BRK.A) in Q2 2026: 1 share worth $749K. The stake represents 0.07% of the portfolio and ranks #227 among its holdings.

344 funds tracked by Wall St. Rank hold BRK.A as of Q2 2026.

  • Golden State Wealth Management held 1 share of Berkshire Hathaway Class A worth $749K as of Q2 2026.
  • Berkshire Hathaway Class A was a new Golden State Wealth Management position in Q2 2026.
  • Berkshire Hathaway Class A made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #227 holding.
  • 344 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.