New Perspectives Inc’s Berkshire Hathaway Class B BRK.B Stock Holding History

New Perspectives Inc’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	$209K	Buy	+418	New	+$201K	0.06%	48

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

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

New Perspectives Inc's BRK.B Position: Q2 2026 in Review

New Perspectives Inc opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 418 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #48 among its holdings.

1,715 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

New Perspectives Inc held 418 shares of Berkshire Hathaway Class B worth $209K as of Q2 2026.
Berkshire Hathaway Class B was a new New Perspectives Inc position in Q2 2026.
Berkshire Hathaway Class B made up 0.06% of New Perspectives Inc's portfolio in Q2 2026, its #48 holding.
1,715 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.