Congress Wealth Management’s Green Brick Partners GRBK Stock Holding History

Congress Wealth Management’s Portfolio GRBK Stock Details GRBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Buy	+3,550	New	+$210K	﹤0.01%	1128
2025 Q1	–	Sell	-3,729	Closed	-$211K	–	1089
2024 Q4	$211K	Sell	3,729 -371	-9%	-$26.3K	﹤0.01%	851
2024 Q3	$342K	Hold	4,100	–	–	﹤0.01%	704
2024 Q2	$235K	Buy	+4,100	New	+$229K	﹤0.01%	666
2023 Q3	–	Sell	-4,000	Closed	-$227K	–	610
2023 Q2	$227K	Buy	+4,000	New	+$186K	0.01%	519

Other funds holding GRBK

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

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

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

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

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

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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Green Brick Partners (GRBK) in Q2 2025: 3,550 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in GRBK as recently as Q4 2024.

Congress Wealth Management first reported a position in GRBK in Q2 2023 and has held it in 5 quarters since. The position peaked at $342K in Q3 2024. 295 funds tracked by Wall St. Rank hold GRBK as of Q2 2025.

Congress Wealth Management held 3,550 shares of Green Brick Partners worth $223K as of Q2 2025.
Green Brick Partners was a new Congress Wealth Management position in Q2 2025.
Green Brick Partners made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1128 holding.
Congress Wealth Management first reported a position in Green Brick Partners in Q2 2023 and has held it in 5 quarters since.
Congress Wealth Management's Green Brick Partners position peaked at $342K in Q3 2024.
295 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2025.

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