Planning Strategies Inc.’s Berkshire Hathaway Class B BRK.B Stock Holding History

Planning Strategies Inc.’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	$861K	Buy	+1,720	New	+$827K	0.54%	29

Other funds holding BRK.B

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

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Strategies Inc.'s BRK.B Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 1,720 shares worth $861K. The stake represents 0.54% of the portfolio and ranks #29 among its holdings.

2,040 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Planning Strategies Inc. held 1,720 shares of Berkshire Hathaway Class B worth $861K as of Q2 2026.
Berkshire Hathaway Class B was a new Planning Strategies Inc. position in Q2 2026.
Berkshire Hathaway Class B made up 0.54% of Planning Strategies Inc.'s portfolio in Q2 2026, its #29 holding.
2,040 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

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