NorthRock Partners’s Builders FirstSource BLDR Stock Holding History

NorthRock Partners’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
2025 Q4	–	Sell	-1,717	Closed	-$208K	–	659
2025 Q3	$208K	Buy	+1,717	New	+$228K	﹤0.01%	805
2024 Q4	–	Sell	-1,142	Closed	-$221K	–	792
2024 Q3	$221K	Buy	+1,142	New	+$189K	0.01%	585
2024 Q2	–	Sell	-1,096	Closed	-$229K	–	815
2024 Q1	$229K	Sell	1,096 -111	-9%	-$20.5K	0.01%	547
2023 Q4	$201K	Buy	+1,207	New	+$160K	0.01%	547

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

NorthRock Partners's BLDR Position: Q4 2025 in Review

NorthRock Partners sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 1,717 shares — an estimated $208K sold.

NorthRock Partners first reported a position in BLDR in Q4 2023 and held it in 4 quarters. The position peaked at $229K in Q1 2024. 765 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

NorthRock Partners reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 1,717 Builders FirstSource shares in Q4 2025, an estimated $208K.
NorthRock Partners first reported a position in Builders FirstSource in Q4 2023 and held it in 4 quarters.
NorthRock Partners's Builders FirstSource position peaked at $229K in Q1 2024.
765 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.