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 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 $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

Concord Wealth Partners's BLDR Position: Q1 2026 in Review

Concord Wealth Partners sold out of Builders FirstSource (BLDR) in Q1 2026, closing a stake of 90 shares — an estimated $9.26K sold.

Concord Wealth Partners first reported a position in BLDR in Q4 2020 and held it in 19 quarters. The position peaked at $18.8K in Q1 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Concord Wealth Partners reported no remaining Builders FirstSource position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 90 Builders FirstSource shares in Q1 2026, an estimated $9.26K.
Concord Wealth Partners first reported a position in Builders FirstSource in Q4 2020 and held it in 19 quarters.
Concord Wealth Partners's Builders FirstSource position peaked at $18.8K in Q1 2024.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.