Financial Designs’s Green Brick Partners GRBK Stock Holding History

Financial Designs’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	$332K	Hold	4,150	–	–	0.18%	30
2026 Q1	$267K	Buy	+4,150	New	+$292K	0.15%	32
2025 Q3	–	Sell	-4,150	Closed	-$261K	–	28
2025 Q2	$261K	Buy	+4,150	New	+$246K	0.16%	32

Other funds holding GRBK

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

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

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Financial Designs's GRBK Position: Q2 2026 in Review

Financial Designs held its Green Brick Partners (GRBK) position steady in Q2 2026 at 4,150 shares worth $332K. The position accounts for 0.18% of the portfolio, ranked #30.

Financial Designs first reported a position in GRBK in Q2 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

Financial Designs held 4,150 shares of Green Brick Partners worth $332K as of Q2 2026.
Financial Designs left its Green Brick Partners share count unchanged in Q2 2026.
Green Brick Partners made up 0.18% of Financial Designs's portfolio in Q2 2026, its #30 holding.
Financial Designs first reported a position in Green Brick Partners in Q2 2025 and has held it in 3 quarters since.
91 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.