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Independent Wealth Network’s Berkshire Hathaway Class B BRK.B Stock Holding History

Independent Wealth Network’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
2021
Q4 		– Sell
-100
Closed -$16K – 223
2021
Q3 		$16K Buy
+100
New +$28.1K 0.01% 198

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Wealth Network's BRK.B Position: Q2 2026 in Review

Independent Wealth Network increased its Berkshire Hathaway Class B (BRK.B) stake by 4% in Q2 2026, buying an estimated $104K and bringing the position to 5,586 shares worth $2.8M. The position accounts for 0.71% of the portfolio, ranked #28.

Independent Wealth Network first reported a position in BRK.B in Q3 2021 and has held it in 20 quarters since. 1,891 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Independent Wealth Network held 5,586 shares of Berkshire Hathaway Class B worth $2.8M as of Q2 2026.
  • Independent Wealth Network bought 216 Berkshire Hathaway Class B shares in Q2 2026, an estimated $104K.
  • Berkshire Hathaway Class B made up 0.71% of Independent Wealth Network's portfolio in Q2 2026, its #28 holding.
  • Independent Wealth Network first reported a position in Berkshire Hathaway Class B in Q3 2021 and has held it in 20 quarters since.
  • 1,891 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.