CX Institutional’s Builders FirstSource BLDR Stock Holding History

CX Institutional’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 Q3	$98K	Sell	1,717 -899	-34%	-$61.7K	﹤0.01%	877
2026 Q2	$234K	Buy	2,616 +1,780	+213%	+$142K	0.01%	710
2026 Q1	$69K	Sell	836 -169	-17%	-$18K	﹤0.01%	919
2025 Q4	$103K	Buy	1,005 +47	+5%	+$5.28K	﹤0.01%	845
2025 Q3	$116K	Buy	958 +131	+16%	+$17.4K	﹤0.01%	802
2025 Q2	$97K	Buy	827 +467	+130%	+$53.9K	﹤0.01%	770
2025 Q1	$45K	Buy	+360	New	+$52.4K	﹤0.01%	847
2023 Q1	–	Sell	-16,384	Closed	-$1.06M	–	484
2022 Q4	$1.06M	Buy	16,384 +1,143	+7%	+$71.4K	0.06%	268
2022 Q3	$898K	Buy	15,241 +4,420	+41%	+$276K	0.06%	272
2022 Q2	$581K	Buy	+10,821	New	+$664K	0.04%	315

Other funds holding BLDR

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

CX Institutional's BLDR Position: Q3 2026 in Review

CX Institutional reduced its Builders FirstSource (BLDR) stake by 34% in Q3 2026, selling an estimated $61.7K and leaving 1,717 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

CX Institutional first reported a position in BLDR in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2022. 95 funds tracked by Wall St. Rank hold BLDR as of Q3 2026.

CX Institutional held 1,717 shares of Builders FirstSource worth $98K as of Q3 2026.
CX Institutional sold 899 Builders FirstSource shares in Q3 2026, an estimated $61.7K.
Builders FirstSource made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #877 holding.
CX Institutional first reported a position in Builders FirstSource in Q2 2022 and has held it in 10 quarters since.
CX Institutional's Builders FirstSource position peaked at $1.06M in Q4 2022.
95 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.