BOLTON SECURITIES CORPORATION’s Berkshire Hathaway Class B BRK.B Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$30.4M	Buy	+57,019	New	+$27.7M	1.79%	4

Other funds holding BRK.B

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BRK.B Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Berkshire Hathaway Class B (BRK.B) in Q1 2025: 57,019 shares worth $30.4M. The stake represents 1.79% of the portfolio and ranks #4 among its holdings.

4,578 funds tracked by Wall St. Rank hold BRK.B as of Q1 2025.

BOLTON SECURITIES CORPORATION held 57,019 shares of Berkshire Hathaway Class B worth $30.4M as of Q1 2025.
Berkshire Hathaway Class B was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Berkshire Hathaway Class B made up 1.79% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #4 holding.
4,578 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.