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OSAIC HOLDINGS, INC.

CIK
1677044
City
SCOTTSDALE
State / Country
AZ

Top Portfolio Positions

4,500 positions · $26,954,119,010 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BRK-B

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $544,280,150 1,135,810
2025-12-31 $583,143,866 1,160,139
2025-09-30 $585,058,646 1,163,740
2025-06-30 $501,023,661 1,031,401
2025-03-31 $498,446,946 935,910
2024-12-31 $409,394,335 903,182
2024-09-30 $384,260,485 834,877
2024-06-30 $346,595,224 852,004
2024-03-31 $424,545,634 1,009,573
2023-12-31 $387,669,085 1,086,943
2023-09-30 $493,729,630 1,409,448
2023-06-30 $404,511,932 1,186,252
2023-03-31 $362,449,348 1,173,849
2022-12-31 $355,152,827 1,149,734
2022-09-30 $294,590,077 1,103,251
2022-06-30 $300,184,119 1,099,495
2022-03-31 $372,334,161 1,055,040
2021-12-31 $301,687,412 1,008,988
2021-09-30 $280,535,641 1,027,829
2021-06-30 $282,431,749 1,016,234
2021-03-31 $260,745,707 1,020,651
2020-12-31 $230,370,724 993,534
2020-09-30 $233,773,406 1,097,837
2020-06-30 $209,217,640 1,172,022
2020-03-31 $4,052,094,742 22,163,183