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RAFFA WEALTH MANAGEMENT, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$950K Buy
1,899
+1
+0.1% +$481 0.12% 45
2026
Q1 		$910K Buy
1,898
+9
+0.5% +$4.42K 0.14% 46
2025
Q4 		$950K Hold
1,889
– – 0.15% 49
2025
Q3 		$950K Sell
1,889
-77
-4% -$37.3K 0.17% 49
2025
Q2 		$955K Buy
1,966
+492
+33% +$250K 0.19% 47
2025
Q1 		$785K Hold
1,474
– – 0.18% 45
2024
Q4 		$668K Buy
1,474
+5
+0.3% +$2.31K 0.16% 46
2024
Q3 		$676K Sell
1,469
-191
-12% -$84.5K 0.16% 46
2024
Q2 		$675K Buy
1,660
+423
+34% +$173K 0.19% 44
2024
Q1 		$520K Hold
1,237
– – 0.16% 49
2023
Q4 		$441K Hold
1,237
– – 0.13% 50
2023
Q3 		$433K Sell
1,237
-8
-0.6% -$2.84K 0.15% 42
2023
Q2 		$425K Sell
1,245
-33
-3% -$10.8K 0.14% 42
2023
Q1 		$395K Buy
1,278
+613
+92% +$189K 0.14% 39
2022
Q4 		$205K Sell
665
-8
-1% -$2.38K 0.08% 58
2022
Q3 		$180K Sell
673
-198
-23% -$56.3K 0.08% 59
2022
Q2 		$238K Hold
871
– – 0.11% 52
2022
Q1 		$307K Hold
871
– – 0.11% 46
2021
Q4 		$260K Sell
871
-45
-5% -$12.9K 0.09% 53
2021
Q3 		$250K Buy
916
+389
+74% +$109K 0.09% 45
2021
Q2 		$146K Sell
527
-3,325
-86% -$929K 0.05% 59
2021
Q1 		$991K Buy
3,852
+34
+0.9% +$8.26K 0.35% 21
2020
Q4 		$885K Buy
3,818
+45
+1% +$9.91K 0.31% 21
2020
Q3 		$803K Hold
3,773
– – 0.3% 20
2020
Q2 		$674K Hold
3,773
– – 0.26% 21
2020
Q1 		$690K Sell
3,773
-1,687
-31% -$359K 0.26% 20
2019
Q4 		$1.24M Buy
5,460
+850
+18% +$185K 0.43% 20
2019
Q3 		$959K Buy
+4,610
New +$950K 0.34% 20
2019
Q2 		– Sell
-5,248
Closed -$1.05M – 827
2019
Q1 		$1.05M Buy
5,248
+750
+17% +$151K 0.43% 16
2018
Q4 		$918K Sell
4,498
-4,123
-48% -$861K 0.35% 29
2018
Q3 		$1.85M Buy
8,621
+3,325
+63% +$682K 0.65% 17
2018
Q2 		$988K Sell
5,296
-4,988
-49% -$972K 0.37% 27
2018
Q1 		$2.05M Buy
10,284
+48
+0.5% +$9.86K 0.75% 19
2017
Q4 		$2.03M Sell
10,236
-19
-0.2% -$3.61K 0.79% 15
2017
Q3 		$1.88M Hold
10,255
– – 0.77% 15
2017
Q2 		$1.74M Hold
10,255
– – 0.75% 14
2017
Q1 		$1.71M Buy
10,255
+113
+1% +$18.9K 0.83% 9
2016
Q4 		$1.65M Buy
10,142
+50
+0.5% +$7.7K 0.87% 9
2016
Q3 		$1.46M Hold
10,092
– – 0.79% 11
2016
Q2 		$1.46M Hold
10,092
– – 0.81% 9
2016
Q1 		$1.43M Buy
10,092
+119
+1% +$15.8K 0.82% 10
2015
Q4 		$1.32M Hold
9,973
– – 0.79% 11
2015
Q3 		$1.3M Buy
9,973
+125
+1% +$17.1K 0.78% 9
2015
Q2 		$1.34M Buy
9,848
+100
+1% +$14.3K 0.8% 10
2015
Q1 		$1.41M Buy
9,748
+83
+0.9% +$12.2K 0.83% 10
2014
Q4 		$1.45M Sell
9,665
-300
-3% -$43.3K 0.88% 10
2014
Q3 		$1.38M Buy
9,965
+68
+0.7% +$9.06K 1.04% 9
2014
Q2 		$1.25M Hold
9,897
– – 0.96% 9
2014
Q1 		$1.24M Buy
9,897
+232
+2% +$27.1K 1.01% 9
2013
Q4 		$1.45M Buy
+9,665
New +$1.12M 0.88% 10

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BRK.B Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Berkshire Hathaway Class B (BRK.B) stake by 0.05% in Q2 2026, buying an estimated $481 and bringing the position to 1,899 shares worth $950K. The position accounts for 0.12% of the portfolio, ranked #45.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BRK.B in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.05M in Q1 2018. 1,908 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,899 shares of Berkshire Hathaway Class B worth $950K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Berkshire Hathaway Class B share in Q2 2026, an estimated $481.
  • Berkshire Hathaway Class B made up 0.12% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #45 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Berkshire Hathaway Class B in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Berkshire Hathaway Class B position peaked at $2.05M in Q1 2018.
  • 1,908 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.