BFS
TPH

Burr Financial Services’s Tri Pointe Homes TPH Stock Holding History

Burr Financial Services’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,600
Closed -$365K – 29
2025
Q4 		$365K Hold
11,600
– – 0.27% 23
2025
Q3 		$394K Hold
11,600
– – 0.29% 22
2025
Q2 		$371K Hold
11,600
– – 0.31% 26
2025
Q1 		$370K Hold
11,600
– – 0.29% 24
2024
Q4 		$421K Sell
11,600
-8,570
-42% -$357K 0.28% 24
2024
Q3 		$914K Buy
20,170
+8,570
+74% +$367K 0.65% 18
2024
Q2 		$432K Hold
11,600
– – 0.3% 24
2024
Q1 		$459K Hold
11,600
– – 0.36% 27
2023
Q4 		$461K Buy
+11,600
New +$337K 0.35% 26

Other funds holding TPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Burr Financial Services's TPH Position: Q1 2026 in Review

Burr Financial Services sold out of Tri Pointe Homes (TPH) in Q1 2026, closing a stake of 11,600 shares — an estimated $365K sold.

Burr Financial Services first reported a position in TPH in Q4 2023 and held it in 9 quarters. The position peaked at $914K in Q3 2024. 350 funds tracked by Wall St. Rank hold TPH as of Q1 2026.

  • Burr Financial Services reported no remaining Tri Pointe Homes position as of Q1 2026 after selling out during the quarter.
  • Burr Financial Services sold 11,600 Tri Pointe Homes shares in Q1 2026, an estimated $365K.
  • Burr Financial Services first reported a position in Tri Pointe Homes in Q4 2023 and held it in 9 quarters.
  • Burr Financial Services's Tri Pointe Homes position peaked at $914K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2026.

Based on Burr Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.