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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's BLDR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Builders FirstSource (BLDR) in Q2 2026: 90 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BLDR as recently as Q4 2025.

Concord Wealth Partners first reported a position in BLDR in Q4 2020 and has held it in 20 quarters since. The position peaked at $18.8K in Q1 2024. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Concord Wealth Partners held 90 shares of Builders FirstSource worth $8.05K as of Q2 2026.
Builders FirstSource was a new Concord Wealth Partners position in Q2 2026.
Builders FirstSource made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #600 holding.
Concord Wealth Partners first reported a position in Builders FirstSource in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's Builders FirstSource position peaked at $18.8K in Q1 2024.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.