EverSource Wealth Advisors’s Green Brick Partners GRBK Stock Holding History

EverSource Wealth Advisors’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	$19.8K	Sell	248 -123	-33%	-$8.49K	﹤0.01%	2437
2026 Q1	$23.9K	Buy	371 +21	+6%	+$1.48K	﹤0.01%	2388
2025 Q4	$21.9K	Buy	350 +11	+3%	+$725	﹤0.01%	2329
2025 Q3	$25K	Hold	339	–	–	﹤0.01%	2193
2025 Q2	$21.3K	Buy	339 +177	+109%	+$10.5K	﹤0.01%	2244
2025 Q1	$9.45K	Buy	162 +85	+110%	+$5.02K	﹤0.01%	2143
2024 Q4	$4.35K	Buy	77 +1	+1%	+$71	﹤0.01%	2415
2024 Q3	$6.35K	Sell	76 -7	-8%	-$505	﹤0.01%	2118
2024 Q2	$6.07K	Buy	83 +3	+4%	+$168	﹤0.01%	2138
2024 Q1	$4.33K	Buy	80 +4	+5%	+$214	﹤0.01%	2113
2023 Q4	$3.95K	Hold	76	–	–	﹤0.01%	1952
2023 Q3	$3.15K	Hold	76	–	–	﹤0.01%	1870
2023 Q2	$4.32K	Buy	76 +33	+77%	+$1.54K	﹤0.01%	1792
2023 Q1	$1.51K	Buy	+43	New	+$1.33K	﹤0.01%	2023

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

EverSource Wealth Advisors's GRBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Green Brick Partners (GRBK) stake by 33% in Q2 2026, selling an estimated $8.49K and leaving 248 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

EverSource Wealth Advisors first reported a position in GRBK in Q1 2023 and has held it in 14 quarters since. The position peaked at $25K in Q3 2025. 324 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

EverSource Wealth Advisors held 248 shares of Green Brick Partners worth $19.8K as of Q2 2026.
EverSource Wealth Advisors sold 123 Green Brick Partners shares in Q2 2026, an estimated $8.49K.
Green Brick Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2437 holding.
EverSource Wealth Advisors first reported a position in Green Brick Partners in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Green Brick Partners position peaked at $25K in Q3 2025.
324 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.