LFA
GRBK icon

LGT Financial Advisors’s Green Brick Partners GRBK Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-125
Closed -$7.06K – 487
2024
Q4 		$7.06K Hold
125
– – 0.02% 497
2024
Q3 		$10.4K Hold
125
– – 0.03% 412
2024
Q2 		$7.16K Hold
125
– – 0.02% 539
2024
Q1 		$7.53K Hold
125
– – 0.01% 537
2023
Q4 		$6.49K Buy
+125
New +$5.68K 0.01% 569

Other funds holding GRBK

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LGT Financial Advisors's GRBK Position: Q1 2025 in Review

LGT Financial Advisors sold out of Green Brick Partners (GRBK) in Q1 2025, closing a stake of 125 shares — an estimated $7.06K sold.

LGT Financial Advisors first reported a position in GRBK in Q4 2023 and held it in 5 quarters. The position peaked at $10.4K in Q3 2024. 282 funds tracked by Wall St. Rank hold GRBK as of Q1 2025.

  • LGT Financial Advisors reported no remaining Green Brick Partners position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 125 Green Brick Partners shares in Q1 2025, an estimated $7.06K.
  • LGT Financial Advisors first reported a position in Green Brick Partners in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Green Brick Partners position peaked at $10.4K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Green Brick Partners as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.