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Pension & Wealth Management Advisors’s Green Brick Partners GRBK Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$416K Hold
5,200
– – 0.11% 120
2026
Q1 		$335K Hold
5,200
– – 0.1% 126
2025
Q4 		$326K Buy
+5,200
New +$343K 0.1% 130

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Pension & Wealth Management Advisors's GRBK Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Green Brick Partners (GRBK) position steady in Q2 2026 at 5,200 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #120.

Pension & Wealth Management Advisors first reported a position in GRBK in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

  • Pension & Wealth Management Advisors held 5,200 shares of Green Brick Partners worth $416K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Green Brick Partners share count unchanged in Q2 2026.
  • Green Brick Partners made up 0.11% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #120 holding.
  • Pension & Wealth Management Advisors first reported a position in Green Brick Partners in Q4 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.