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 Q3	$274K	Hold	4,150	–	–	0.14%	32
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 $4.01B AUM 48.23% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Financial Designs's GRBK Position: Q3 2026 in Review

Financial Designs held its Green Brick Partners (GRBK) position steady in Q3 2026 at 4,150 shares worth $274K. The position accounts for 0.14% of the portfolio, ranked #32.

Financial Designs first reported a position in GRBK in Q2 2025 and has held it in 4 quarters since. The position peaked at $332K in Q2 2026. 94 funds tracked by Wall St. Rank hold GRBK as of Q3 2026.

Financial Designs held 4,150 shares of Green Brick Partners worth $274K as of Q3 2026.
Financial Designs left its Green Brick Partners share count unchanged in Q3 2026.
Green Brick Partners made up 0.14% of Financial Designs's portfolio in Q3 2026, its #32 holding.
Financial Designs first reported a position in Green Brick Partners in Q2 2025 and has held it in 4 quarters since.
Financial Designs's Green Brick Partners position peaked at $332K in Q2 2026.
94 funds tracked by Wall St. Rank held Green Brick Partners as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.