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BRK.B icon

SteelPeak Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History

SteelPeak Wealth’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
2025
Q2 		– Hold
0
– -$234K – 583
2025
Q1 		– Hold
0
– – – 463
2024
Q4 		– Hold
0
– – – 464

Other funds holding BRK.B

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
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SteelPeak Wealth's BRK.B Position: Q2 2026 in Review

SteelPeak Wealth reduced its Berkshire Hathaway Class B (BRK.B) stake by 2.6% in Q2 2026, selling an estimated $367K and leaving 28,436 shares worth $14.2M. The position accounts for 0.37% of the portfolio, ranked #56.

SteelPeak Wealth first reported a position in BRK.B in Q4 2019 and has held it in 13 quarters since. 2,482 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • SteelPeak Wealth held 28,436 shares of Berkshire Hathaway Class B worth $14.2M as of Q2 2026.
  • SteelPeak Wealth sold 764 Berkshire Hathaway Class B shares in Q2 2026, an estimated $367K.
  • Berkshire Hathaway Class B made up 0.37% of SteelPeak Wealth's portfolio in Q2 2026, its #56 holding.
  • SteelPeak Wealth first reported a position in Berkshire Hathaway Class B in Q4 2019 and has held it in 13 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.