Lifestyle Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Lifestyle Asset Management’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	$228K	Buy	+455	New	+$219K	0.06%	128

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Lifestyle Asset Management's BRK.B Position: Q2 2026 in Review

Lifestyle Asset Management opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 455 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings.

1,616 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Lifestyle Asset Management held 455 shares of Berkshire Hathaway Class B worth $228K as of Q2 2026.
Berkshire Hathaway Class B was a new Lifestyle Asset Management position in Q2 2026.
Berkshire Hathaway Class B made up 0.06% of Lifestyle Asset Management's portfolio in Q2 2026, its #128 holding.
1,616 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.