James T. Borello RIA’s Berkshire Hathaway Class B BRK.B Stock Holding History

James T. Borello RIA’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 Q3	$2.37M	Buy	4,769 +38	+0.8%	+$19.2K	0.49%	32
2026 Q2	$2.37M	Sell	4,731 -91	-2%	-$43.7K	0.51%	30
2026 Q1	$2.31M	Buy	4,822 +268	+6%	+$132K	0.58%	29
2025 Q4	$2.29M	Buy	4,554 +62	+1%	+$30.8K	0.59%	29
2025 Q3	$2.26M	Buy	4,492 +214	+5%	+$104K	0.61%	30
2025 Q2	$2.08M	Buy	4,278 +8	+0.2%	+$4.06K	0.61%	30
2025 Q1	$2.27M	Buy	4,270 +38	+0.9%	+$18.5K	0.73%	27
2024 Q4	$1.92M	Buy	4,232 +63	+2%	+$29.1K	0.72%	30
2024 Q3	$1.92M	Hold	4,169	–	–	0.78%	28
2024 Q2	$1.7M	Hold	4,169	–	–	0.75%	27
2024 Q1	$1.75M	Buy	4,169 +2,730	+190%	+$1.07M	0.8%	26
2023 Q4	$513K	Buy	+1,439	New	+$505K	0.42%	35

Other funds holding BRK.B

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's BRK.B Position: Q3 2026 in Review

James T. Borello RIA increased its Berkshire Hathaway Class B (BRK.B) stake by 0.8% in Q3 2026, buying an estimated $19.2K and bringing the position to 4,769 shares worth $2.37M. The position accounts for 0.49% of the portfolio, ranked #32.

James T. Borello RIA first reported a position in BRK.B in Q4 2023 and has held it in 12 quarters since. 1,674 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

James T. Borello RIA held 4,769 shares of Berkshire Hathaway Class B worth $2.37M as of Q3 2026.
James T. Borello RIA bought 38 Berkshire Hathaway Class B shares in Q3 2026, an estimated $19.2K.
Berkshire Hathaway Class B made up 0.49% of James T. Borello RIA's portfolio in Q3 2026, its #32 holding.
James T. Borello RIA first reported a position in Berkshire Hathaway Class B in Q4 2023 and has held it in 12 quarters since.
1,674 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.