PIA
BRK.B icon

Perennial Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Perennial Investment Advisors’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
2023
Q4 		– Sell
-300
Closed -$105K – 350
2023
Q3 		$105K Hold
300
– – 0.02% 336
2023
Q2 		$102K Buy
+300
New +$97.9K 0.02% 336

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perennial Investment Advisors's BRK.B Position: Q1 2026 in Review

Perennial Investment Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 7.4% in Q1 2026, buying an estimated $693K and bringing the position to 20,579 shares worth $9.86M. The position accounts for 0.79% of the portfolio, ranked #24.

Perennial Investment Advisors first reported a position in BRK.B in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.7M in Q1 2025. 4,868 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Perennial Investment Advisors held 20,579 shares of Berkshire Hathaway Class B worth $9.86M as of Q1 2026.
  • Perennial Investment Advisors bought 1,411 Berkshire Hathaway Class B shares in Q1 2026, an estimated $693K.
  • Berkshire Hathaway Class B made up 0.79% of Perennial Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • Perennial Investment Advisors first reported a position in Berkshire Hathaway Class B in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Berkshire Hathaway Class B position peaked at $11.7M in Q1 2025.
  • 4,868 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.