Regatta Research & Money Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Regatta Research & Money 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	$388K	Buy	+777	New	+$374K	0.37%	53

Other funds holding BRK.B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Regatta Research & Money Management's BRK.B Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 777 shares worth $388K. The stake represents 0.37% of the portfolio and ranks #53 among its holdings.

4,063 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Regatta Research & Money Management held 777 shares of Berkshire Hathaway Class B worth $388K as of Q2 2026.
Berkshire Hathaway Class B was a new Regatta Research & Money Management position in Q2 2026.
Berkshire Hathaway Class B made up 0.37% of Regatta Research & Money Management's portfolio in Q2 2026, its #53 holding.
4,063 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.