JGP Wealth Management’s Builders FirstSource BLDR Stock Holding History

JGP 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 Q3	–	Sell	-2,604	Closed	-$233K	–	244
2026 Q2	$233K	Hold	2,604	–	–	0.02%	214
2026 Q1	$214K	Hold	2,604	–	–	0.02%	215
2025 Q4	$268K	Hold	2,604	–	–	0.03%	198
2025 Q3	$333K	Hold	2,604	–	–	0.04%	161
2025 Q2	$304K	Sell	2,604 -719	-22%	-$83K	0.04%	167
2025 Q1	$415K	Sell	3,323 -1,175	-26%	-$171K	0.05%	138
2024 Q4	$643K	Hold	4,498	–	–	0.08%	116
2024 Q3	$872K	Sell	4,498 -22	-0.5%	-$3.65K	0.11%	101
2024 Q2	$626K	Buy	4,520 +3	+0.1%	+$509	0.09%	113
2024 Q1	$942K	Buy	4,517 +19	+0.4%	+$3.51K	0.14%	87
2023 Q4	$751K	Hold	4,498	–	–	0.11%	102
2023 Q3	$560K	Buy	+4,498	New	+$621K	0.09%	107

Other funds holding BLDR

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

JGP Wealth Management's BLDR Position: Q3 2026 in Review

JGP Wealth Management sold out of Builders FirstSource (BLDR) in Q3 2026, closing a stake of 2,604 shares — an estimated $233K sold.

JGP Wealth Management first reported a position in BLDR in Q3 2023 and held it in 12 quarters. The position peaked at $942K in Q1 2024. 34 funds tracked by Wall St. Rank hold BLDR as of Q3 2026.

JGP Wealth Management reported no remaining Builders FirstSource position as of Q3 2026 after selling out during the quarter.
JGP Wealth Management sold 2,604 Builders FirstSource shares in Q3 2026, an estimated $233K.
JGP Wealth Management first reported a position in Builders FirstSource in Q3 2023 and held it in 12 quarters.
JGP Wealth Management's Builders FirstSource position peaked at $942K in Q1 2024.
34 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.