Montgomery Financial Services’s Berkshire Hathaway Class B BRK.B Stock Holding History

Montgomery Financial Services’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	$25K	Buy	+50	New	+$24K	0.02%	111

Other funds holding BRK.B

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Montgomery Financial Services's BRK.B Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 50 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #111 among its holdings.

4,742 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Montgomery Financial Services held 50 shares of Berkshire Hathaway Class B worth $25K as of Q2 2026.
Berkshire Hathaway Class B was a new Montgomery Financial Services position in Q2 2026.
Berkshire Hathaway Class B made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #111 holding.
4,742 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.