Rise Advisors’s Green Brick Partners GRBK Stock Holding History

Rise 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
2025 Q2	–	Sell	-17	Closed	-$991	–	1590
2025 Q1	$991	Buy	+17	New	+$1K	﹤0.01%	1260

Other funds holding GRBK

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Rise Advisors's GRBK Position: Q2 2025 in Review

Rise Advisors sold out of Green Brick Partners (GRBK) in Q2 2025, closing a stake of 17 shares — an estimated $991 sold.

Rise Advisors first reported a position in GRBK in Q1 2025 and held it in 1 quarter. The position peaked at $991 in Q1 2025. 295 funds tracked by Wall St. Rank hold GRBK as of Q2 2025.

Rise Advisors reported no remaining Green Brick Partners position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 17 Green Brick Partners shares in Q2 2025, an estimated $991.
Rise Advisors first reported a position in Green Brick Partners in Q1 2025 and held it in 1 quarter.
Rise Advisors's Green Brick Partners position peaked at $991 in Q1 2025.
295 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.