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Berkshire Hathaway shares owned by Bluestem Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Bluestem Financial Advisors from 13F filings

Historical chart of Bluestem Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Bluestem Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Bluestem Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 478 479.20

More positions owned by Bluestem Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Esg Msci Leadr (SUSL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Bluestem Financial Advisors

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