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

Soltis 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
2026
Q2 		$200K Hold
400
– – 0.01% 626
2026
Q1 		$192K Buy
+400
New +$196K 0.01% 554

Other funds holding BRK.B

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Soltis Investment Advisors's BRK.B Position: Q2 2026 in Review

Soltis Investment Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 15% in Q2 2026, buying an estimated $855K and bringing the position to 13,997 shares worth $7M. The position accounts for 0.39% of the portfolio, ranked #65.

Soltis Investment Advisors first reported a position in BRK.B in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.33M in Q3 2025. 3,123 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Soltis Investment Advisors held 13,997 shares of Berkshire Hathaway Class B worth $7M as of Q2 2026.
  • Soltis Investment Advisors bought 1,779 Berkshire Hathaway Class B shares in Q2 2026, an estimated $855K.
  • Berkshire Hathaway Class B made up 0.39% of Soltis Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • Soltis Investment Advisors first reported a position in Berkshire Hathaway Class B in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Berkshire Hathaway Class B position peaked at $7.33M in Q3 2025.
  • 3,123 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.