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Succession Financial’s Berkshire Hathaway Class A BRK.A Stock Holding History

Succession Financial’s Portfolio BRK.A Stock Details BRK.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
+2
New +$1.44M 1.42% 10

Other funds holding BRK.A

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HTI
Hikari Tsushin Inc Tokyo, Japan $1.51B AUM 13.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Succession Financial's BRK.A Position: Q2 2026 in Review

Succession Financial opened a new position in Berkshire Hathaway Class A (BRK.A) in Q2 2026: 2 shares worth $1.5M. The stake represents 1.42% of the portfolio and ranks #10 among its holdings.

1,363 funds tracked by Wall St. Rank hold BRK.A as of Q2 2026.

  • Succession Financial held 2 shares of Berkshire Hathaway Class A worth $1.5M as of Q2 2026.
  • Berkshire Hathaway Class A was a new Succession Financial position in Q2 2026.
  • Berkshire Hathaway Class A made up 1.42% of Succession Financial's portfolio in Q2 2026, its #10 holding.
  • 1,363 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.