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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
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Pinnacle Wealth Planning Services's GRBK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Green Brick Partners (GRBK) stake by 4.7% in Q2 2026, buying an estimated $2.14K and bringing the position to 697 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #1194.

Pinnacle Wealth Planning Services first reported a position in GRBK in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 697 shares of Green Brick Partners worth $55.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 31 Green Brick Partners shares in Q2 2026, an estimated $2.14K.
  • Green Brick Partners made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1194 holding.
  • Pinnacle Wealth Planning Services first reported a position in Green Brick Partners in Q4 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.