CoreFirst Bank & Trust BRK/B Berkshire Hathaway Inc Cl B

Ownership history in CoreFirst Bank & Trust  ·  20 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Berkshire Hathaway Inc Cl B (BRK/B) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.8% in 2025 Q1. The latest visible filing shows BRK/B at 0.66% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

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 CoreFirst Bank & Trust's position in Berkshire Hathaway Inc Cl B, 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
2025 Q4

BRK/B was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 CoreFirst Bank & Trust held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,425 +47 +2.0% 0.66% $1.2M 2026-02-14 (Est.) $497.55
2025 Q3 REDUCED 2,378 -12 -0.5% 0.65% $1.2M 2025-11-13 $513.11
2025 Q2 ADDED 2,390 +47 +2.0% 0.66% $1.2M 2025-08-14 $479.22
2025 Q1 ADDED 2,343 +163 +7.5% 0.80% $1.2M 2025-04-29 $534.57
2024 Q4 ADDED 2,180 +42 +2.0% 0.59% $988K 2025-02-11 $472.61
2024 Q2 UNCHANGED 2,138 0% 0.59% $870K 2024-08-14 $438.47
2024 Q1 REDUCED 2,138 -10 -0.5% 0.56% $899K 2024-05-15 $412.76
2023 Q4 UNCHANGED 2,148 0% 0.51% $766K 2024-03-18 $408.41
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust 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 CoreFirst Bank & Trust reported owning BRK/B?

CoreFirst Bank & Trust reported BRK/B across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRK/B position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for BRK/B was 0.80% in 2025 Q1.

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

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 2,425 shares, equal to 0.66% of portfolio, with an estimated market value of $1.2M.

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

The chart compares CoreFirst Bank & Trust'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.

How well did CoreFirst Bank & Trust time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, CoreFirst Bank & Trust correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on BRK/B relative to SPY over the holding period was +1.7%.

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