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LRI Investments’s Green Brick Partners GRBK Stock Holding History

LRI Investments’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 		$400 Sell
5
-33
-87% -$2.28K ﹤0.01% 1590
2026
Q1 		$2.45K Buy
38
+12
+46% +$844 ﹤0.01% 1237
2025
Q4 		$1.61K Hold
26
– – ﹤0.01% 1229
2025
Q3 		$1.9K Buy
+26
New +$1.78K ﹤0.01% 1210

Other funds holding GRBK

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
IP
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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

LRI Investments's GRBK Position: Q2 2026 in Review

LRI Investments reduced its Green Brick Partners (GRBK) stake by 87% in Q2 2026, selling an estimated $2.28K and leaving 5 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

LRI Investments first reported a position in GRBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.45K in Q1 2026. 91 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

  • LRI Investments held 5 shares of Green Brick Partners worth $400 as of Q2 2026.
  • LRI Investments sold 33 Green Brick Partners shares in Q2 2026, an estimated $2.28K.
  • Green Brick Partners made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1590 holding.
  • LRI Investments first reported a position in Green Brick Partners in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's Green Brick Partners position peaked at $2.45K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.