Mount Yale Investment Advisors
GRBK icon

Mount Yale Investment Advisors’s Green Brick Partners GRBK Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-844
Closed -$53.1K – 1051
2025
Q2 		$53.1K Buy
+844
New +$50K ﹤0.01% 801

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mount Yale Investment Advisors's GRBK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Green Brick Partners (GRBK) in Q3 2025, closing a stake of 844 shares — an estimated $53.1K sold.

Mount Yale Investment Advisors first reported a position in GRBK in Q2 2025 and held it in 1 quarter. The position peaked at $53.1K in Q2 2025. 313 funds tracked by Wall St. Rank hold GRBK as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Green Brick Partners position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 844 Green Brick Partners shares in Q3 2025, an estimated $53.1K.
  • Mount Yale Investment Advisors first reported a position in Green Brick Partners in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Green Brick Partners position peaked at $53.1K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Green Brick Partners as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.