Congress Wealth Management’s Builders FirstSource BLDR Stock Holding History

Congress Wealth Management’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
2025 Q2	$509K	Sell	4,360 -809	-16%	-$93.4K	﹤0.01%	921
2025 Q1	$646K	Sell	5,169 -4,384	-46%	-$638K	0.01%	743
2024 Q4	$1.37M	Sell	9,553 -2,475	-21%	-$438K	0.02%	466
2024 Q3	$2.33M	Sell	12,028 -226	-2%	-$37.5K	0.03%	397
2024 Q2	$1.7M	Buy	12,254 +738	+6%	+$125K	0.03%	375
2024 Q1	$2.4M	Buy	11,516 +5,319	+86%	+$983K	0.04%	296
2023 Q4	$1.03M	Buy	6,197 +85	+1%	+$11.3K	0.02%	387
2023 Q3	$761K	Buy	+6,112	New	+$843K	0.02%	404

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

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

Congress Wealth Management's BLDR Position: Q2 2025 in Review

Congress Wealth Management reduced its Builders FirstSource (BLDR) stake by 16% in Q2 2025, selling an estimated $93.4K and leaving 4,360 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Congress Wealth Management first reported a position in BLDR in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.4M in Q1 2024. 774 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

Congress Wealth Management held 4,360 shares of Builders FirstSource worth $509K as of Q2 2025.
Congress Wealth Management sold 809 Builders FirstSource shares in Q2 2025, an estimated $93.4K.
Builders FirstSource made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #921 holding.
Congress Wealth Management first reported a position in Builders FirstSource in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Builders FirstSource position peaked at $2.4M in Q1 2024.
774 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.