BNB Wealth Management, LLC BRK/B β€” BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

Ownership history in BNB Wealth Management, LLC  Β·  2 quarters on record

AI Ownership Summary

BNB Wealth Management, LLC reported BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK/B) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows BRK/B at 0.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BNB Wealth Management, LLC's position in BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BNB Wealth Management, LLC held BRK/B β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 3,207 -124 -3.7% 0.99% $1.5M 2026-05-13 $469.32
2025 Q4 INITIATED β€” β€” β€” 3,331 β€” β€” 1.08% $1.7M 2026-02-17 $503.41

FAQ About BNB Wealth Management, LLC and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has BNB Wealth Management, LLC reported owning BRK/B?

BNB Wealth Management, LLC reported BRK/B across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BRK/B position in BNB Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 1.08% in 2025 Q4.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when BNB Wealth Management, LLC reported 3,207 shares, equal to 0.99% of portfolio, with an estimated market value of $1.5M.

What does the chart on this BRK/B ownership page compare?

The chart compares BNB Wealth Management, LLC's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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