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Berkshire Hathaway shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $417k 870 479.20

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)

View all positions for BankPlus Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

View all funds holding Berkshire Hathaway