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

Valeo Financial 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
2020
Q3 		– Sell
-200
Closed -$36K – 1651
2020
Q2 		$36K Sell
200
-300
-60% -$54.8K ﹤0.01% 841
2020
Q1 		$97K Buy
+500
New +$106K 0.01% 432

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
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Valeo Financial Advisors reduced its Berkshire Hathaway Class B (BRK.B) stake by 1.7% in Q2 2026, selling an estimated $922K and leaving 110,971 shares worth $55.5M. The position accounts for 1.17% of the portfolio, ranked #20.

Valeo Financial Advisors first reported a position in BRK.B in Q3 2017 and has held it in 36 quarters since. The position peaked at $62.7M in Q1 2025. 3,107 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Valeo Financial Advisors held 110,971 shares of Berkshire Hathaway Class B worth $55.5M as of Q2 2026.
  • Valeo Financial Advisors sold 1,917 Berkshire Hathaway Class B shares in Q2 2026, an estimated $922K.
  • Berkshire Hathaway Class B made up 1.17% of Valeo Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Valeo Financial Advisors first reported a position in Berkshire Hathaway Class B in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Berkshire Hathaway Class B position peaked at $62.7M in Q1 2025.
  • 3,107 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.