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Bell Investment Advisors’s Green Brick Partners GRBK Stock Holding History

Bell Investment Advisors’s Portfolio GRBK Stock Details GRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4K Hold
62
– – ﹤0.01% 1062
2025
Q4 		$3.88K Hold
62
– – ﹤0.01% 1082
2025
Q3 		$4.58K Sell
62
-14
-18% -$957 ﹤0.01% 976
2025
Q2 		$4.78K Buy
76
+33
+77% +$1.96K ﹤0.01% 997
2025
Q1 		$2.51K Hold
43
– – ﹤0.01% 1215
2024
Q4 		$2.43K Buy
43
+8
+23% +$568 ﹤0.01% 1253
2024
Q3 		$2.92K Hold
35
– – ﹤0.01% 1193
2024
Q2 		$2K Hold
35
– – ﹤0.01% 1352
2024
Q1 		$2.11K Hold
35
– – ﹤0.01% 1337
2023
Q4 		$1.82K Sell
35
-10
-22% -$455 ﹤0.01% 1369
2023
Q3 		$1.87K Buy
45
+36
+400% +$1.8K ﹤0.01% 1310
2023
Q2 		$512 Buy
+9
New +$419 ﹤0.01% 1839

Other funds holding GRBK

DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return