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

Succession 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
Q2 		$1.17M Buy
+2,341
New +$1.13M 1.11% 12

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Succession Financial opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 2,341 shares worth $1.17M. The stake represents 1.11% of the portfolio and ranks #12 among its holdings.

4,742 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Succession Financial held 2,341 shares of Berkshire Hathaway Class B worth $1.17M as of Q2 2026.
  • Berkshire Hathaway Class B was a new Succession Financial position in Q2 2026.
  • Berkshire Hathaway Class B made up 1.11% of Succession Financial's portfolio in Q2 2026, its #12 holding.
  • 4,742 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

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