Polaris Financial Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Polaris Financial Partners’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	$1.34M	Buy	+2,685	New	+$1.35M	0.6%	28

Other funds holding BRK.B

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Polaris Financial Partners's BRK.B Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 2,685 shares worth $1.34M. The stake represents 0.6% of the portfolio and ranks #28 among its holdings.

25 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

Polaris Financial Partners held 2,685 shares of Berkshire Hathaway Class B worth $1.34M as of Q3 2026.
Berkshire Hathaway Class B was a new Polaris Financial Partners position in Q3 2026.
Berkshire Hathaway Class B made up 0.6% of Polaris Financial Partners's portfolio in Q3 2026, its #28 holding.
25 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.