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BRK/BBRK/B
24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in BERKSHIRE HATHAWAY INC-CL B

Kestra Advisory Services, LLC holds 474,265 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B), worth $237.3M as of 2026-Q2. The position was decreased (-2.6% shares). BRK/B represents 0.8% of Kestra Advisory Services, LLC's portfolio.

Current Value

$237.3M

Current Shares

474,265

Total Value Change

+$188M

Total Shares Change

+242,760

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
474,265
-2.6%
$237.3M0.8%$500.39
0
2026-Q1
Increased
487,192
+8.4%
$233.5M0.9%$481.36
47
2025-Q4
Decreased
449,537
-5.9%
$226M0.9%$503.71
0
2025-Q3
Increased
477,611
+9.4%
$240.1M1.1%$499.25
53
2025-Q2
Increased
436,672
+9.8%
$212.1M1.0%$485.68
53
2025-Q1
Decreased
397,851
-5.4%
$211.9M1.0%$526.31
0
2024-Q4
Decreased
420,484
-18.8%
$190.6M1.0%$452.16
0
2024-Q3
Decreased
518,084
-1.8%
$238.5M1.3%$457.47
0
2024-Q2
Increased
527,556
+25.5%
$214.6M1.2%$406.80
59
2024-Q1
Increased
420,290
+12.6%
$176.7M1.2%$420.52
54
2023-Q4
Increased
373,395
+5.2%
$133.2M1.1%$356.66
50
2023-Q3
Decreased
355,104
-5.0%
$124.4M1.2%$350.30
0
2023-Q2
Increased
373,809
+14.4%
$127.5M1.3%$336.91
54
2023-Q1
Decreased
326,802
-14.8%
$100.9M1.1%$305.08
0
2022-Q4
Decreased
383,680
-9.5%
$118.5M1.1%$308.90
0
2022-Q3
Increased
423,858
+6.0%
$113.2M1.2%$269.58
50
2022-Q2
Increased
399,846
+41.5%
$109.2M1.1%$273.49
63
2022-Q1
Decreased
282,540
-4.4%
$99.7M1.0%$357.61
0
2021-Q4
Increased
295,477
+1.6%
$88.3M0.9%$299.98
43
2021-Q3
Decreased
290,949
-0.6%
$79.4M0.8%$277.29
0
2021-Q2
Increased
292,675
+0.9%
$81.3M0.9%$276.21
42
2021-Q1
Decreased
289,961
-8.5%
$74.1M0.9%$258.19
0
2020-Q4
Increased
316,914
+36.9%
$72.8M0.8%$229.65
55
2020-Q3
New
231,505
-
$49.3M0.9%$210.44
57

Other major holders of BRK/B: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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