PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Builders FirstSource BLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.4K Sell
261
-114
-30% -$9.1K 0.01% 386
2026
Q1
$30.9K Buy
375
+351
+1,463% +$37.5K 0.01% 342
2025
Q4
$2.47K Hold
24
﹤0.01% 466
2025
Q3
$2.91K Buy
+24
New +$3.18K ﹤0.01% 467

Other funds holding BLDR

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BLDR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Builders FirstSource (BLDR) stake by 30% in Q2 2026, selling an estimated $9.1K and leaving 261 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #386.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BLDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.9K in Q1 2026. 294 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 261 shares of Builders FirstSource worth $23.4K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 114 Builders FirstSource shares in Q2 2026, an estimated $9.1K.
  • Builders FirstSource made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #386 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Builders FirstSource in Q3 2025 and has held it in 4 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Builders FirstSource position peaked at $30.9K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.