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

Quantum 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 Q2	$2.19M	Buy	+4,379	New	+$2.11M	1.12%	24

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Quantum Financial Partners's BRK.B Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 4,379 shares worth $2.19M. The stake represents 1.12% of the portfolio and ranks #24 among its holdings.

1,351 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Quantum Financial Partners held 4,379 shares of Berkshire Hathaway Class B worth $2.19M as of Q2 2026.
Berkshire Hathaway Class B was a new Quantum Financial Partners position in Q2 2026.
Berkshire Hathaway Class B made up 1.12% of Quantum Financial Partners's portfolio in Q2 2026, its #24 holding.
1,351 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.