TrueNorth Wealth & Impact, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$410K	Buy	+824	New	+$416K	0.16%	102

Other funds holding BRK.B

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's BRK.B Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 824 shares worth $410K. The stake represents 0.16% of the portfolio and ranks #102 among its holdings.

4,376 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 824 shares of Berkshire Hathaway Class B worth $410K as of Q3 2026.
Berkshire Hathaway Class B was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Berkshire Hathaway Class B made up 0.16% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #102 holding.
4,376 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.