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

Kovack 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
2015
Q1 		– Sell
-1
Closed -$1K – 190
2014
Q4 		$1K Buy
+1
New +$144 ﹤0.01% 164

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 $3.37T AUM 44.26% 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

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

Kovack Advisors reduced its Berkshire Hathaway Class B (BRK.B) stake by 3.3% in Q2 2026, selling an estimated $445K and leaving 27,240 shares worth $13.6M. The position accounts for 0.65% of the portfolio, ranked #17.

Kovack Advisors first reported a position in BRK.B in Q4 2014 and has held it in 44 quarters since. The position peaked at $15.5M in Q4 2025. 4,911 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Kovack Advisors held 27,240 shares of Berkshire Hathaway Class B worth $13.6M as of Q2 2026.
  • Kovack Advisors sold 925 Berkshire Hathaway Class B shares in Q2 2026, an estimated $445K.
  • Berkshire Hathaway Class B made up 0.65% of Kovack Advisors's portfolio in Q2 2026, its #17 holding.
  • Kovack Advisors first reported a position in Berkshire Hathaway Class B in Q4 2014 and has held it in 44 quarters since.
  • Kovack Advisors's Berkshire Hathaway Class B position peaked at $15.5M in Q4 2025.
  • 4,911 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.