Commerce Bank’s Builders FirstSource BLDR Stock Holding History

Commerce Bank’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.4M	Buy	394,142 +9,978	+3%	+$1.07M	0.16%	126
2025 Q4	$39.5M	Buy	384,164 +14,199	+4%	+$1.6M	0.22%	96
2025 Q3	$44.9M	Buy	369,965 +29,403	+9%	+$3.9M	0.25%	95
2025 Q2	$39.7M	Buy	340,562 +1,552	+0.5%	+$179K	0.23%	103
2025 Q1	$42.4M	Sell	339,010 -12,658	-4%	-$1.84M	0.27%	94
2024 Q4	$50.3M	Buy	351,668 +12,770	+4%	+$2.26M	0.31%	83
2024 Q3	$65.7M	Buy	338,898 +9,557	+3%	+$1.58M	0.4%	65
2024 Q2	$45.6M	Buy	329,341 +11,153	+4%	+$1.89M	0.3%	83
2024 Q1	$66.4M	Buy	318,188 +3,592	+1%	+$664K	0.44%	59
2023 Q4	$52.5M	Sell	314,596 -53,104	-14%	-$7.06M	0.37%	70
2023 Q3	$45.8M	Buy	367,700 +12,681	+4%	+$1.75M	0.36%	76
2023 Q2	$48.3M	Buy	355,019 +10,756	+3%	+$1.2M	0.36%	73
2023 Q1	$30.6M	Buy	+344,263	New	+$27.3M	0.24%	97

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commerce Bank's BLDR Position: Q1 2026 in Review

Commerce Bank increased its Builders FirstSource (BLDR) stake by 2.6% in Q1 2026, buying an estimated $1.07M and bringing the position to 394,142 shares worth $32.4M. The position accounts for 0.16% of the portfolio, ranked #126.

Commerce Bank first reported a position in BLDR in Q1 2023 and has held it in 13 quarters since. The position peaked at $66.4M in Q1 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Commerce Bank held 394,142 shares of Builders FirstSource worth $32.4M as of Q1 2026.
Commerce Bank bought 9,978 Builders FirstSource shares in Q1 2026, an estimated $1.07M.
Builders FirstSource made up 0.16% of Commerce Bank's portfolio in Q1 2026, its #126 holding.
Commerce Bank first reported a position in Builders FirstSource in Q1 2023 and has held it in 13 quarters since.
Commerce Bank's Builders FirstSource position peaked at $66.4M in Q1 2024.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.