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SACKS & ASSOCIATES, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$8.19M Buy
16,020
+3,165
+25% +$1.52M 5.53% 2
2026
Q1 		$6.16M Buy
12,855
+424
+3% +$208K 4.58% 4
2025
Q4 		$6.25M Buy
+12,431
New +$6.18M 4.59% 3

Other funds holding BRK.B

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's BRK.B Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Berkshire Hathaway Class B (BRK.B) stake by 25% in Q2 2026, buying an estimated $1.52M and bringing the position to 16,020 shares worth $8.19M. The position accounts for 5.53% of the portfolio, ranked #2.

SACKS & ASSOCIATES, LLC first reported a position in BRK.B in Q4 2025 and has held it in 3 quarters since. 3,107 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 16,020 shares of Berkshire Hathaway Class B worth $8.19M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 3,165 Berkshire Hathaway Class B shares in Q2 2026, an estimated $1.52M.
  • Berkshire Hathaway Class B made up 5.53% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #2 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 3 quarters since.
  • 3,107 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.