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Pinnacle Wealth Planning Services’s Green Brick Partners GRBK Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$42.9K Buy
666
+22
+3% +$1.55K ﹤0.01% 1284
2025
Q4 		$40.4K Buy
+644
New +$42.5K ﹤0.01% 1353

Other funds holding GRBK

DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's GRBK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Green Brick Partners (GRBK) stake by 3.4% in Q1 2026, buying an estimated $1.55K and bringing the position to 666 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Pinnacle Wealth Planning Services first reported a position in GRBK in Q4 2025 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold GRBK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 666 shares of Green Brick Partners worth $42.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 22 Green Brick Partners shares in Q1 2026, an estimated $1.55K.
  • Green Brick Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1284 holding.
  • Pinnacle Wealth Planning Services first reported a position in Green Brick Partners in Q4 2025 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Green Brick Partners as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.