Raymond James Financial
BRK.B icon

Raymond James Financial’s Berkshire Hathaway Class B BRK.B Stock Holding History

Raymond James Financial’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
Q1 		$1.56M Buy
3,200
+2,200
+220% +$1.08M ﹤0.01% 3538
2025
Q4 		$470K Buy
+1,000
New +$498K ﹤0.01% 4310

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 $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 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

Raymond James Financial's BRK.B Position: Q1 2026 in Review

Raymond James Financial reduced its Berkshire Hathaway Class B (BRK.B) stake by 1.3% in Q1 2026, selling an estimated $26.6M and leaving 4,235,650 shares worth $2.03B. The position accounts for 0.63% of the portfolio, ranked #21.

Raymond James Financial first reported a position in BRK.B in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16B in Q4 2025. 4,867 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Raymond James Financial held 4,235,650 shares of Berkshire Hathaway Class B worth $2.03B as of Q1 2026.
  • Raymond James Financial sold 54,280 Berkshire Hathaway Class B shares in Q1 2026, an estimated $26.6M.
  • Berkshire Hathaway Class B made up 0.63% of Raymond James Financial's portfolio in Q1 2026, its #21 holding.
  • Raymond James Financial first reported a position in Berkshire Hathaway Class B in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Berkshire Hathaway Class B position peaked at $2.16B in Q4 2025.
  • 4,867 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.