EWM
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Evercore Wealth Management’s Builders FirstSource BLDR Stock Holding History

Evercore 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
2026
Q2 		$68.8M Sell
769,146
-33,572
-4% -$2.68M 0.97% 33
2026
Q1 		$66.1M Sell
802,718
-16,700
-2% -$1.78M 1.04% 30
2025
Q4 		$84.3M Sell
819,418
-50,670
-6% -$5.69M 1.24% 24
2025
Q3 		$105M Sell
870,088
-3,868
-0.4% -$513K 1.55% 21
2025
Q2 		$102M Sell
873,956
-7,044
-0.8% -$813K 1.59% 21
2025
Q1 		$110M Buy
881,000
+35,674
+4% +$5.19M 1.77% 20
2024
Q4 		$121M Buy
845,326
+8,341
+1% +$1.48M 1.81% 20
2024
Q3 		$162M Sell
836,985
-34,890
-4% -$5.79M 2.43% 12
2024
Q2 		$121M Buy
871,875
+5,936
+0.7% +$1.01M 1.9% 18
2024
Q1 		$181M Sell
865,939
-54,932
-6% -$10.2M 2.83% 9
2023
Q4 		$154M Buy
920,871
+6,266
+0.7% +$833K 2.58% 9
2023
Q3 		$114M Buy
914,605
+11,368
+1% +$1.57M 2.13% 13
2023
Q2 		$123M Sell
903,237
-31,605
-3% -$3.51M 2.25% 12
2023
Q1 		$83M Sell
934,842
-143,408
-13% -$11.4M 1.65% 23
2022
Q4 		$70M Buy
1,078,250
+16,990
+2% +$1.06M 1.47% 29
2022
Q3 		$62.5M Buy
1,061,260
+9,904
+0.9% +$619K 1.41% 24
2022
Q2 		$56.5M Buy
1,051,356
+19,103
+2% +$1.17M 1.19% 31
2022
Q1 		$66.6M Buy
1,032,253
+80,441
+8% +$5.84M 1.18% 31
2021
Q4 		$81.6M Buy
951,812
+12,616
+1% +$855K 1.33% 30
2021
Q3 		$48.6M Buy
+939,196
New +$45.9M 0.88% 41

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evercore Wealth Management's BLDR Position: Q2 2026 in Review

Evercore Wealth Management reduced its Builders FirstSource (BLDR) stake by 4.2% in Q2 2026, selling an estimated $2.68M and leaving 769,146 shares worth $68.8M. The position accounts for 0.97% of the portfolio, ranked #33.

Evercore Wealth Management first reported a position in BLDR in Q3 2021 and has held it in 20 quarters since. The position peaked at $181M in Q1 2024. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Evercore Wealth Management held 769,146 shares of Builders FirstSource worth $68.8M as of Q2 2026.
  • Evercore Wealth Management sold 33,572 Builders FirstSource shares in Q2 2026, an estimated $2.68M.
  • Builders FirstSource made up 0.97% of Evercore Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Evercore Wealth Management first reported a position in Builders FirstSource in Q3 2021 and has held it in 20 quarters since.
  • Evercore Wealth Management's Builders FirstSource position peaked at $181M in Q1 2024.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.