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Fiduciary Alliance LLC → BRK/A

Fiduciary Alliance LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$16.4M
Q3 2026
Peak value
$28.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$28.5M
Q1 2026$23.6M
Q2 2026$17.8M
Q3 2026$16.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.4M32.9K——
Q2 2026$17.8M35.6K——
Q1 2026$23.6M49.7K——
Q4 2025$28.5M56.7K——

Other funds holding BRK/A

Other Fiduciary Alliance LLC positions

AAPL

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$65.9M
AAPL

Apple

$61.7M
SPY

SPDR S&P 500 ETF TRUST

$56.3M
MSFT

Microsoft

$56.2M
AAPL

Apple

$53.9M
AAPL

Apple

$50.4M
MSFT

Microsoft

$47.5M
JPM-PM

JPMorgan Chase

$43.7M