Creative Planning’s Green Brick Partners GRBK Stock Holding History

Creative Planning’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
2026 Q2	$3.55M	Buy	44,337 +21,007	+90%	+$1.45M	﹤0.01%	1663
2026 Q1	$1.5M	Buy	23,330 +15,831	+211%	+$1.11M	﹤0.01%	2135
2025 Q4	$470K	Sell	7,499 -760	-9%	-$50.1K	﹤0.01%	2897
2025 Q3	$610K	Buy	8,259 +1,185	+17%	+$81K	﹤0.01%	2550
2025 Q2	$445K	Sell	7,074 -4,372	-38%	-$259K	﹤0.01%	2568
2025 Q1	$667K	Buy	11,446 +4,611	+67%	+$273K	﹤0.01%	2045
2024 Q4	$386K	Sell	6,835 -963	-12%	-$68.4K	﹤0.01%	2465
2024 Q3	$651K	Buy	7,798 +2,577	+49%	+$186K	﹤0.01%	1873
2024 Q2	$299K	Buy	5,221 +1,474	+39%	+$82.3K	﹤0.01%	2356
2024 Q1	$226K	Buy	+3,747	New	+$201K	﹤0.01%	2487
2023 Q4	–	Sell	-184	Closed	-$7.64K	–	2900
2023 Q3	$7.64K	Buy	+184	New	+$9.2K	﹤0.01%	2680
2021 Q2	–	Sell	-69,062	Closed	-$1.57M	–	2283
2021 Q1	$1.57M	Buy	69,062 +1,000	+1%	+$21.3K	﹤0.01%	828
2020 Q4	$1.56M	Sell	68,062 -3,810	-5%	-$79.5K	﹤0.01%	760
2020 Q3	$1.16M	Buy	+71,872	New	+$1.06M	﹤0.01%	741

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SIC

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

Creative Planning's GRBK Position: Q2 2026 in Review

Creative Planning increased its Green Brick Partners (GRBK) stake by 90% in Q2 2026, buying an estimated $1.45M and bringing the position to 44,337 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Creative Planning first reported a position in GRBK in Q3 2020 and has held it in 14 quarters since. 326 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

Creative Planning held 44,337 shares of Green Brick Partners worth $3.55M as of Q2 2026.
Creative Planning bought 21,007 Green Brick Partners shares in Q2 2026, an estimated $1.45M.
Green Brick Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1663 holding.
Creative Planning first reported a position in Green Brick Partners in Q3 2020 and has held it in 14 quarters since.
326 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.