Concord Wealth Partners’s Builders FirstSource BLDR Stock Holding History

Concord Wealth Partners’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 Q3	$5.13K	Hold	90	–	–	﹤0.01%	630
2026 Q2	$8.05K	Buy	+90	New	+$7.19K	﹤0.01%	600
2026 Q1	–	Sell	-90	Closed	-$9.26K	–	264
2025 Q4	$9.26K	Hold	90	–	–	﹤0.01%	551
2025 Q3	$10.9K	Hold	90	–	–	﹤0.01%	529
2025 Q2	$10.5K	Hold	90	–	–	﹤0.01%	533
2025 Q1	$11.2K	Hold	90	–	–	﹤0.01%	497
2024 Q4	$12.9K	Hold	90	–	–	﹤0.01%	501
2024 Q3	$17.4K	Hold	90	–	–	﹤0.01%	495
2024 Q2	$12.5K	Hold	90	–	–	﹤0.01%	482
2024 Q1	$18.8K	Hold	90	–	–	﹤0.01%	495
2023 Q4	$15K	Hold	90	–	–	﹤0.01%	517
2023 Q3	$11.2K	Hold	90	–	–	﹤0.01%	599
2023 Q2	$12.2K	Buy	+90	New	+$10K	﹤0.01%	580
2023 Q1	–	Sell	-104	Closed	-$6.75K	–	1016
2022 Q4	$6.75K	Buy	+104	New	+$6.5K	﹤0.01%	702
2022 Q3	–	Sell	-90	Closed	-$5K	–	268
2022 Q2	$5K	Hold	90	–	–	﹤0.01%	806
2022 Q1	$6K	Hold	90	–	–	﹤0.01%	862
2021 Q4	$8K	Hold	90	–	–	﹤0.01%	830
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	573
2021 Q2	$4K	Hold	90	–	–	﹤0.01%	757
2021 Q1	$4K	Hold	90	–	–	﹤0.01%	697
2020 Q4	$4K	Buy	+90	New	+$3.19K	﹤0.01%	429

Other funds holding BLDR

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Concord Wealth Partners's BLDR Position: Q3 2026 in Review

Concord Wealth Partners held its Builders FirstSource (BLDR) position steady in Q3 2026 at 90 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Concord Wealth Partners first reported a position in BLDR in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.8K in Q1 2024. 253 funds tracked by Wall St. Rank hold BLDR as of Q3 2026.

Concord Wealth Partners held 90 shares of Builders FirstSource worth $5.13K as of Q3 2026.
Concord Wealth Partners left its Builders FirstSource share count unchanged in Q3 2026.
Builders FirstSource made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #630 holding.
Concord Wealth Partners first reported a position in Builders FirstSource in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Builders FirstSource position peaked at $18.8K in Q1 2024.
253 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.