Stonebridge Financial Group, LLC/CA’s Berkshire Hathaway Class B BRK.B Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$31.2M	Buy	+62,438	New	+$30M	4.33%	2

Other funds holding BRK.B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Stonebridge Financial Group, LLC/CA's BRK.B Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 62,438 shares worth $31.2M. The stake represents 4.33% of the portfolio and ranks #2 among its holdings.

4,316 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 62,438 shares of Berkshire Hathaway Class B worth $31.2M as of Q2 2026.
Berkshire Hathaway Class B was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Berkshire Hathaway Class B made up 4.33% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #2 holding.
4,316 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.