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

Wrenne Financial Planning’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	$214K	Buy	+427	New	+$205K	0.07%	58

Other funds holding BRK.B

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wrenne Financial Planning opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 427 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #58 among its holdings.

2,466 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Wrenne Financial Planning held 427 shares of Berkshire Hathaway Class B worth $214K as of Q2 2026.
Berkshire Hathaway Class B was a new Wrenne Financial Planning position in Q2 2026.
Berkshire Hathaway Class B made up 0.07% of Wrenne Financial Planning's portfolio in Q2 2026, its #58 holding.
2,466 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.