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Summit Wealth Group, LLC/OK’s Berkshire Hathaway Class B BRK.B Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		$1.91M Sell
3,841
-583
-13% -$294K 3.24% 10
2026
Q2 		$2.21M Buy
4,424
+335
+8% +$161K 2.87% 11
2026
Q1 		$1.96M Sell
4,089
-4,083
-50% -$2M 2.74% 11
2025
Q4 		$4.11M Buy
+8,172
New +$4.07M 4.23% 7

Other funds holding BRK.B

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Wealth Group, LLC/OK's BRK.B Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Berkshire Hathaway Class B (BRK.B) stake by 13% in Q3 2026, selling an estimated $294K and leaving 3,841 shares worth $1.91M. The position accounts for 3.24% of the portfolio, ranked #10.

Summit Wealth Group, LLC/OK first reported a position in BRK.B in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.11M in Q4 2025. 3,302 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 3,841 shares of Berkshire Hathaway Class B worth $1.91M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 583 Berkshire Hathaway Class B shares in Q3 2026, an estimated $294K.
  • Berkshire Hathaway Class B made up 3.24% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #10 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Berkshire Hathaway Class B position peaked at $4.11M in Q4 2025.
  • 3,302 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.