Pinnacle Wealth Planning Services
GRBK icon

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
Q3 		$46.6K Buy
705
+8
+1% +$569 ﹤0.01% 1313
2026
Q2 		$55.8K Buy
697
+31
+5% +$2.14K 0.01% 1194
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's GRBK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Green Brick Partners (GRBK) stake by 1.1% in Q3 2026, buying an estimated $569 and bringing the position to 705 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Pinnacle Wealth Planning Services first reported a position in GRBK in Q4 2025 and has held it in 4 quarters since. The position peaked at $55.8K in Q2 2026. 200 funds tracked by Wall St. Rank hold GRBK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 705 shares of Green Brick Partners worth $46.6K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 8 Green Brick Partners shares in Q3 2026, an estimated $569.
  • Green Brick Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1313 holding.
  • Pinnacle Wealth Planning Services first reported a position in Green Brick Partners in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Green Brick Partners position peaked at $55.8K in Q2 2026.
  • 200 funds tracked by Wall St. Rank held Green Brick Partners as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.