Independence Asset Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Independence Asset Advisors’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	$2.01M	Buy	+4,015	New	+$1.93M	0.52%	13

Other funds holding BRK.B

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Independence Asset Advisors's BRK.B Position: Q2 2026 in Review

Independence Asset Advisors opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 4,015 shares worth $2.01M. The stake represents 0.52% of the portfolio and ranks #13 among its holdings.

1,060 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Independence Asset Advisors held 4,015 shares of Berkshire Hathaway Class B worth $2.01M as of Q2 2026.
Berkshire Hathaway Class B was a new Independence Asset Advisors position in Q2 2026.
Berkshire Hathaway Class B made up 0.52% of Independence Asset Advisors's portfolio in Q2 2026, its #13 holding.
1,060 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.